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- Tasks: Help launch and promote a new Managed Portfolio Service in the UK market.
- Company: Prestigious wealth management firm with a strong heritage in investment solutions.
- Benefits: Competitive salary, performance-based bonus, and career progression opportunities.
- Why this job: Be part of a high-profile product launch and drive innovation in wealth management.
- Qualifications: Proven business development experience and strong relationships with financial advisers.
- Other info: Flexible working with UK-wide travel; perfect for ambitious individuals ready to make an impact.
The predicted salary is between 36000 - 60000 £ per year.
Seeking a BDD to help promote a newly launched MPS.
Location: Scotland
About the Company
Our client is a highly respected and prestigious wealth management firm with a strong heritage in delivering exceptional investment solutions. As part of their continued expansion, they are launching a new Managed Portfolio Service (MPS) into the UK market. This presents a fantastic opportunity for an experienced Business Development Manager (BDM) to play a pivotal role in the rollout and long-term growth of this offering.
The Role
This is a unique opportunity to be involved from the ground up in the launch of a new MPS solution. Initially, you will support the strategic rollout, working closely with key stakeholders to shape the proposition and go-to-market strategy. Once launched, you will be responsible for promoting the MPS to financial advisers located in Scotland.
Key Responsibilities
- Assist in the strategic launch and positioning of the new MPS solution.
- Identify and engage with financial advisers to introduce the proposition.
- Develop and execute a targeted business development strategy to generate new assets under management (AUM).
- Deliver presentations, webinars, and face-to-face meetings to educate and engage potential clients.
- Work closely with investment teams, marketing and product specialists to refine and enhance the MPS offering.
- Gather feedback from advisers to ensure continued refinement and market alignment of the MPS.
What We're Looking For
- A proven track record in business development within the MPS or platform space.
- Strong relationships with UK financial advisers.
- Deep understanding of the investment landscape, MPS solutions and intermediary sales process.
- Self-motivated with the ability to drive a new proposition to market and build a strong pipeline.
- Excellent presentation, negotiation, and relationship-building skills.
What's on Offer?
- Highly competitive basic salary + performance-based bonus.
- Guarantee for year one.
- Vested shares (if appropriate) could be bought out.
- Opportunity to be part of a high-profile product launch within an established and prestigious firm.
- Career progression within a firm that is investing heavily in its future growth.
- Flexible working with UK-wide travel as required.
This is an exciting opportunity for an ambitious BDM who thrives on building something new and driving a proposition forward. If you're ready to take on this challenge, we'd love to hear from you. Apply today or get in touch for a confidential discussion.
Prestigious Wealth Manager – BDD – Promote a newly launched MPS in London employer: davies marsh
Contact Detail:
davies marsh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Prestigious Wealth Manager – BDD – Promote a newly launched MPS in London
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers in Scotland. Attend industry events, webinars, and local meet-ups to build those relationships that can help you promote the new MPS.
✨Tip Number 2
Showcase your expertise! Prepare engaging presentations and materials that highlight the benefits of the MPS. Make sure you can clearly communicate how it stands out in the market.
✨Tip Number 3
Follow up consistently! After meeting potential clients, don’t just leave it at that. Send them a quick email or call to keep the conversation going and remind them of the value you bring.
✨Tip Number 4
Leverage our website! Apply through StudySmarter to access exclusive resources and tips that can help you nail that interview and land the job. We’re here to support you every step of the way!
We think you need these skills to ace Prestigious Wealth Manager – BDD – Promote a newly launched MPS in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Business Development Manager for the MPS launch. Highlight your experience in business development and any relevant relationships with financial advisers. We want to see how you can bring value to our new offering!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your skills align with the role. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to drive growth and engage clients. Numbers speak volumes, so if you've increased AUM or built strong client relationships, make sure to include those details!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen to be part of our team!
How to prepare for a job interview at davies marsh
✨Know Your MPS Inside Out
Before the interview, make sure you thoroughly understand the newly launched Managed Portfolio Service (MPS). Familiarise yourself with its features, benefits, and how it stands out in the market. This will help you confidently discuss how you can promote it to financial advisers.
✨Showcase Your Relationships
Highlight your existing relationships with UK financial advisers during the interview. Be ready to share specific examples of how you've successfully engaged with them in the past. This will demonstrate your ability to leverage these connections for the new MPS.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your strategic thinking and problem-solving skills. Prepare examples of how you've developed and executed business development strategies in previous roles, particularly in the MPS or platform space.
✨Practice Your Presentation Skills
Since you'll be delivering presentations and webinars, practice your presentation skills ahead of time. Consider doing mock presentations to friends or family, focusing on clarity and engagement. This will help you feel more confident when discussing the MPS with potential clients.
