At a Glance
- Tasks: Build and maintain relationships with financial advisers to drive new business opportunities.
- Company: Leading wealth management firm with a strong UK market presence.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for growth and collaboration with senior professionals.
- Why this job: Join a high-energy team and make a real impact in the financial services industry.
- Qualifications: Experience in business development or client relations within wealth management is preferred.
The predicted salary is between 50000 - 60000 £ per year.
We are partnering with a leading wealth management firm to appoint a Business Development Manager into its intermediary distribution team. The business has a strong reputation in the UK market and continues to grow its presence across financial advisers and professional introducers. This is a client-facing, execution-focused role centred on developing and maintaining relationships within the intermediary market, with a clear focus on driving new assets and supporting revenue growth. You will work closely with senior Business Development Directors, acting as a key point of contact for advisers and professional partners.
This opportunity would suit an individual with strong relationship-building skills who is looking to step into a high-activity, commercially driven role, combining outreach, client support and pipeline generation. The successful candidate will be involved in:
- Building and maintaining relationships with IFAs and intermediary partners through regular, structured contact
- Supporting business development activity aimed at increasing assets under management
- Generating new business opportunities through outbound engagement and follow-up activity
- Acting as a key point of contact for intermediary enquiries, ensuring timely and professional responses
- Coordinating introductions between intermediaries and internal investment teams to progress opportunities
- Supporting senior business development professionals in progressing leads and converting prospects
- Tracking and managing client interactions, ensuring accurate records and consistent follow-up
- Contributing to pipeline development through proactive outreach and relationship nurturing
- Gathering market feedback and insight to support ongoing business development activity
- Working collaboratively with internal teams to ensure a consistent and effective client experience
The ideal candidate should have:
- Experience in business development, sales support or client relationship roles within wealth management or financial services
- Understanding of the UK intermediary market, including IFAs and professional introducers
- Strong communication skills, with confidence engaging clients over the phone and in writing
- Demonstrable ability to build relationships and manage ongoing client contact
- Highly organised with the ability to manage multiple interactions and follow-ups effectively
- Commercial mindset with a focus on delivering measurable outcomes
- Proficiency in Microsoft Office tools and CRM systems
- A proactive, self-motivated approach with a strong work ethic
- Interest in developing knowledge of investment products and financial markets
For more information on this role, please apply here or email Chris at christopher.rolfe@bruinfinancial.com.
Business Development Manager employer: Bruin
Join a leading wealth management firm that values relationship-building and offers a dynamic work environment in the heart of the UK financial sector. With a strong reputation and a commitment to employee growth, this company provides excellent training opportunities, a collaborative culture, and the chance to make a significant impact in the intermediary market. Enjoy the benefits of working alongside experienced professionals while contributing to the firm's ongoing success and expansion.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bruin. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Development Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bruin.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bruin's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bruin
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bruin.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bruin will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bruin employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
