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- Tasks: Drive new business opportunities and build relationships with financial advisers and wealth managers.
- Company: Join a growing financial services firm with a dynamic culture.
- Benefits: Hybrid work model, competitive salary, and professional growth opportunities.
- Why this job: Make an impact in the financial sector while developing your career.
- Qualifications: Experience in wealth management and strong interpersonal skills required.
- Other info: Enjoy a supportive environment with excellent career progression.
The predicted salary is between 50000 - 60000 £ per year.
An excellent opportunity for an enthusiastic and hardworking Business Development Manager to join a growing financial services firm. The role will require the candidate to have at least x years' experience in a wealth management firm, to provide support to our London office.
This is a proactive BDM role focused on winning new business from financial advisers, wealth managers and discretionary investment managers. You will be responsible for proactively identifying and converting new opportunities, forming relationships with wealth managers, adviser firms and driving asset growth onto the platform and wider Credo proposition. The role is focused on Business Development, combining:
- Face-to-face adviser meetings
- Telephone and virtual engagement
- Hybrid sales activity
You will be supported closely in the early stages, with joint meetings (two-person approach) common—particularly for platform-led conversations—before transitioning into a more autonomous role as you build traction.
Key Responsibilities- Proactively generate new business opportunities within the adviser and wealth manager market
- Conduct regular face-to-face meetings with advisers across the UK
- Build and execute a targeted business development plan for your region
- Deliver high-quality sales meetings (both individual and joint meetings with senior colleagues)
- Convert pipeline opportunities into funded assets on platform and DFM solutions
- Use CRM (including SaleForce), data tools and AI to manage pipeline and track activity
- Work collaboratively with internal specialists and technical teams where required
- Provide market feedback and insight to support ongoing proposition development
BDMs focus on originating and closing new opportunities. Once business is onboarded, relationships are transitioned to an experienced relationship/account management team. Clear "pass the baton" model, allowing you to stay focused on growth and new client acquisition and not get 'bogged down' with general queries from existing clients.
Candidate Profile- Proven experience selling to financial advisers within the UK intermediary market
- Background ideally from platform, DFM, MPS or wider asset management
- Existing adviser and wealth manager relationships and ability to open doors
- Strong preference for field-based BDM experience, though high-quality hybrid/telephony BDMs looking to step up will be considered
- Highly motivated, proactive and commercially driven
- Strong interpersonal and presentation skills
- Resilient, self-starting and "go-getter" mentality
Full-service offering: platform, MPS, DFM, funds and structured products. Strong emphasis on investment performance and flexibility. Ability to support advisers across a wide range of asset classes. Recent onboarding success (c. £220m inflows) highlights pace and scale of opportunity.
The existing working arrangements allow employees to work from home up to 4 days per week; in principle the employee needs to be ready for a full-time return to office if required. Candidates must be based and eligible to work in the UK by the start of their employment.
Business Development Manager (BDM) - Wholesale employer: CREDO
Contact Detail:
CREDO Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager (BDM) - Wholesale
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and meet-ups to connect with potential employers and other BDMs. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Don’t underestimate the power of social media. Use LinkedIn to showcase your expertise, share insights about the wealth management sector, and engage with relevant content. This can help you stand out to recruiters looking for someone just like you!
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to business development in financial services. Role-play with a friend or use online resources to sharpen your pitch and responses.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for the role and the company. Don’t miss out on this opportunity!
We think you need these skills to ace Business Development Manager (BDM) - Wholesale
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Development Manager role. Highlight your experience in wealth management and any relevant relationships you've built with financial advisers. 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 business development and how your skills align with our needs. Be sure to mention your proactive approach and any successful strategies you've used in the past.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to generate new business. Numbers speak volumes, so if you've increased sales or built strong client relationships, let us know!
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 CREDO
✨Know Your Market
Before the interview, dive deep into the financial services market, especially focusing on wealth management and the specific needs of financial advisers. Understanding current trends and challenges will help you speak confidently about how you can contribute to the company's growth.
✨Showcase Your Relationships
Be prepared to discuss your existing relationships with financial advisers and wealth managers. Highlight specific examples of how you've successfully opened doors in the past, as this will demonstrate your ability to generate new business opportunities.
✨Prepare for Role-Play Scenarios
Since the role involves face-to-face meetings and hybrid sales activities, practice your pitch and responses to common objections. Consider role-playing with a friend or colleague to refine your approach and ensure you're ready for any scenario that may come up during the interview.
✨Leverage Data Tools
Familiarise yourself with CRM systems like Salesforce and other data tools mentioned in the job description. Be ready to discuss how you’ve used these tools in previous roles to manage pipelines and track activity, as this will show your readiness to hit the ground running.