At a Glance
- Tasks: Build relationships with financial advisers and drive new business through meetings and marketing.
- Company: Respected investment firm managing over £4 billion in assets.
- Benefits: Competitive salary, career growth, and a dynamic work environment.
- Other info: Equal opportunities employer committed to diversity and inclusion.
- Why this job: Join a growing team and make a real impact in the investment sector.
- Qualifications: Experience in business development and strong relationship management skills.
The predicted salary is between 44100 - 53900 £ 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.
- 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.
- 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. Excellent relationship management and sales skills. Proficiency in Microsoft Office, Teams, and Zoom. Full UK driving licence preferred.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offers services regardless of age, race, sex, disability, or religious belief.
Business Development Executive (CRM Sales) in London employer: Focus Search and Selection
Join a highly respected wealth management firm in Sheffield, where your career can truly flourish. With a strong commitment to employee development and a collaborative work culture, this company offers clear pathways for progression, competitive salaries, and a supportive team that values your contributions. Experience the benefits of working in a modern environment that prioritises professional growth and fosters a sense of community among its staff.
Contact Details:
Focus Search and Selection Recruitment Team
