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- Tasks: Build relationships with financial advisers and drive new business through meetings and presentations.
- Company: Join a respected investment firm managing over £4 billion in assets.
- Benefits: Enjoy a supportive team environment and opportunities for professional growth.
- Why this job: Be part of a dynamic team focused on innovative investment solutions and stable returns.
- Qualifications: Experience in business development within investment management and strong communication skills required.
- Other info: Full UK driving licence preferred; industry qualifications are a plus.
The predicted salary is between 43200 - 72000 £ per year.
Our client, a highly respected investment firm managing over £4 billion in assets, is looking for an experienced Field Business Development Manager (FBDM) to join their growing team. They work closely with financial advisers, wealth managers, and family offices to provide innovative investment solutions, focusing on delivering stable, consistent returns.
This is a key position within the Sales & Marketing team, responsible for building and maintaining strong relationships with financial advisers and professional intermediaries. The focus is on increasing business levels across the fund proposition through face-to-face and virtual meetings, primarily across London and the South East.
Key Responsibilities- Develop and maintain relationships with financial advisers and investment firms.
- Represent the firm’s fund proposition, working closely with colleagues focused on tax-efficient products.
- Deliver CPD presentations to advisers, both one-to-one and in group settings.
- Present at industry events and conferences.
- Drive new business through outbound calls, meetings, and marketing campaigns.
- Become a key point of contact for financial advisers across the region.
- Implement and execute a regional business plan in collaboration with senior leadership.
- Provide high-quality client service and proactively follow up on meetings.
- Maintain accurate records on Salesforce CRM and use data to segment and prioritise key clients.
- Proven business development experience within investment management.
- Strong knowledge of investment products, particularly funds.
- Excellent relationship management and sales skills.
- Strong communication skills, including the ability to present to groups.
- Highly motivated, well-organised, and able to work independently.
- Proficiency in Microsoft Office, Teams, and Zoom.
- Full UK driving licence preferred.
- Industry qualifications (or working towards them) are desirable.
This is an excellent opportunity to join a well-established and growing investment firm, working with a supportive and collaborative team. If you have the right experience and would like to learn more, please get in touch.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Business Development Manager - Funds employer: Focus Search and Selection
Contact Detail:
Focus Search and Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager - Funds
✨Tip Number 1
Network actively within the investment management sector. Attend industry events, conferences, and seminars where financial advisers and wealth managers gather. This will help you build relationships and increase your visibility in the field.
✨Tip Number 2
Familiarise yourself with the latest trends and developments in investment products, particularly funds. Being knowledgeable will not only boost your confidence but also enable you to engage more effectively with potential clients.
✨Tip Number 3
Practice your presentation skills, as delivering CPD presentations is a key responsibility. Consider joining local speaking clubs or workshops to refine your ability to present complex information clearly and engagingly.
✨Tip Number 4
Utilise LinkedIn to connect with professionals in the investment management space. Share relevant content and insights to establish yourself as a thought leader, which can attract attention from hiring managers looking for candidates like you.
We think you need these skills to ace Business Development Manager - Funds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your business development experience specifically within investment management. Emphasise your relationship management skills and any relevant achievements in increasing business levels.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your understanding of their fund proposition and how your background aligns with their needs, particularly in building relationships with financial advisers.
Showcase Relevant Skills: Highlight your proficiency in Microsoft Office, Teams, and Zoom, as well as any industry qualifications you possess or are working towards. This will demonstrate your readiness for the role and your commitment to professional development.
Prepare for Interviews: If selected for an interview, be ready to discuss your previous experiences in detail. Prepare examples of how you've successfully developed relationships and driven new business, as well as your approach to delivering presentations to groups.
How to prepare for a job interview at Focus Search and Selection
✨Know Your Investment Products
Make sure you have a solid understanding of the investment products, particularly funds, that the firm offers. Be prepared to discuss how these products can benefit financial advisers and their clients.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. Highlight your ability to connect with financial advisers and professional intermediaries, as this is crucial for the role.
✨Practice Your Presentation Skills
Since delivering CPD presentations is part of the job, practice presenting your ideas clearly and confidently. Consider doing mock presentations to friends or family to get comfortable with speaking in front of groups.
✨Familiarise Yourself with Salesforce CRM
As maintaining accurate records on Salesforce is essential, ensure you understand how to use it effectively. If you're not already familiar, consider taking a quick online course or tutorial to brush up on your skills.
