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- Tasks: Meet clients to provide financial planning and generate income for the company.
- Company: Dynamic financial services firm based in London with a hybrid working model.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Why this job: Join a team that values innovation and client relationships while developing your financial expertise.
- Qualifications: Experience in financial products and strong communication skills are preferred.
- Other info: Engaging role with opportunities to attend events and enhance your industry knowledge.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Business Development Executive to join their team based in their London office. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company. This position will be a hybrid working role, with 3 days in the office.
Key Responsibilities
- To achieve new business objectives as defined by the Head of Internal Sales & Client Service, in conjunction with team-wide objectives set by Global Head of Distribution.
- To arrange an agreed number of face-to-face meetings around events if attending.
- To maintain accurate records of activity on the CRM system.
- Attend conferences, regional events and hot meetings as required.
- Answer technical queries from financial intermediaries on the Company's product range.
- Develop and maintain strong technical knowledge of relevant Company products to aid proactive prospecting and to handle reactive sale enquiries.
- To provide support within the Business Development Executive group as required.
- Be an active participant in internal sales meetings and contribute where appropriate to increase knowledge, share objection handling challenges for personal development and to aid the development of others.
Experience in the following areas would be an advantage:
- Preferably level 3 qualified, or above, or other industry recognised qualification.
- A strong knowledge of different products, not limited to open-ended and closed-ended funds and model portfolios.
- A strong knowledge of investment products and financial markets and the ability to apply this knowledge effectively to communications when promoting equities, fixed income, absolute return and multi asset funds/trusts, alongside model portfolio services.
- High degree of IT literacy & MS office applications.
- Ability to communicate clearly and effectively - both written and verbally.
- Details oriented with a structured approach to tasks.
- Consistently adopts a professional manner.
- Ability to work under pressure and adhere to timescales.
BUSINESS DEVELOPMENT EXECUTIVE - LONDON employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land BUSINESS DEVELOPMENT EXECUTIVE - LONDON
✨Tip Number 1
Get networking! Attend industry events and conferences where you can meet potential clients and other professionals. It's all about making those connections that could lead to your next big opportunity.
✨Tip Number 2
Practice your pitch! You’ll need to communicate clearly and effectively, so rehearse how you present yourself and the company’s offerings. Make sure you can confidently answer any technical queries that come your way.
✨Tip Number 3
Stay organised! Keep track of your meetings and follow-ups using a CRM system. This will not only help you stay on top of your game but also show potential employers that you’re detail-oriented and professional.
✨Tip Number 4
Apply through our website! We want to see your application, and applying directly gives you a better chance to stand out. Plus, it shows you’re proactive and keen to join our team!
We think you need these skills to ace BUSINESS DEVELOPMENT EXECUTIVE - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Development Executive role. Highlight your experience in financial planning and client meetings, as well as any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our needs. Be sure to mention your knowledge of investment products and your ability to communicate effectively.
Showcase Your Technical Knowledge: Since this role requires a strong understanding of financial products, make sure to showcase your technical knowledge in your application. We love candidates who can demonstrate their expertise in equities, fixed income, and model portfolios.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Products Inside Out
Make sure you have a solid understanding of the company's product range, especially investment products and financial markets. This will help you answer technical queries confidently and demonstrate your expertise during the interview.
✨Prepare for Client Meetings
Since the role involves meeting clients, practice how you would approach these meetings. Think about how to present financial planning solutions clearly and effectively, and be ready to discuss how you can generate income for the company.
✨Showcase Your CRM Skills
Familiarise yourself with CRM systems and be prepared to discuss how you’ve used them in previous roles. Highlight your attention to detail and structured approach to maintaining accurate records, as this is crucial for the position.
✨Demonstrate Team Spirit
This role requires collaboration within the Business Development Executive group. Be ready to share examples of how you've contributed to team objectives in the past and how you can support your colleagues in achieving their goals.
