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- Tasks: Lead business development for a top Wealth Management firm, focusing on Accountants and Lawyers.
- Company: Join a well-known firm specializing in Discretionary Investment Portfolios.
- Benefits: Enjoy a full-time role with opportunities for growth and competitive compensation.
- Why this job: Make an impact by building relationships and influencing decision-making in the financial sector.
- Qualifications: Proven experience in business development and sales within Financial Services is essential.
- Other info: This role offers a chance to work closely with Wealth Planning and Investment teams.
The predicted salary is between 43200 - 72000 £ per year.
Business Development Director, Accountants & Lawyers, Wealth Management
The Client
An established and widely known Wealth Management firm running Discretionary Investment Portfolios.
The Role
The Business Development Director role will focus on developing the Wealth Management Firms relationships with UK Professional Services and Intermediary business – Accountants & Lawyers.
The Business Development Director will build, maintain and improve long-term business relationships at all levels within Professional Services and Intermediary firms in order to influence their structures and decision-making processes and become their Discretionary Investment Management partner of choice.
Work in partnership across the Wealth Planning and Investment teams to support the delivery of a first-class service and deliver on sales objectives.
The Business Development Director will negotiate pricing when necessary to secure and retain business with Professional Services firms on profitable terms.
Contribute and support proposition development to meet the requirements of the Professional Services and Intermediary client markets.
The Business Development Director will deliver high quality compliant presentations for new business pitches to Accountants and Lawyers.
Build high levels of market and competitor intelligence and provide feedback to the proposition to support future developments.
The Candidate
Significant Business Development experience and understanding of Financial Services, specifically Wealth Management and Investments.
Significant and successful experience of sales account management with Professional Services firms (Accountants and Lawyers).
Demonstrable track record of success in generating significant revenue streams with new and existing clients.
Must be able to demonstrate reasonable technical knowledge of intermediary clients’ needs and requirements.
Effective influencing and negotiation skills for presenting investment options for potential Professional Services and Intermediary clients.
Seniority Level
Director
Employment Type
Full-time
Job Function
Sales, Business Development, and General Business
Industries
Financial Services, Investment Management, and Investment Advice
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Business Development Director , Accountants & Lawyers , Wealth Management employer: JJSearch
Contact Detail:
JJSearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Director , Accountants & Lawyers , Wealth Management
✨Tip Number 1
Network actively within the Wealth Management and Professional Services sectors. Attend industry events, seminars, and conferences where Accountants and Lawyers gather to build relationships and showcase your expertise.
✨Tip Number 2
Stay updated on market trends and competitor activities in Wealth Management. This knowledge will help you engage in meaningful conversations with potential clients and position yourself as a trusted partner.
✨Tip Number 3
Develop strong presentation skills tailored to the needs of Accountants and Lawyers. Practice delivering high-quality, compliant pitches that clearly outline how your services can benefit their clients.
✨Tip Number 4
Leverage your existing relationships within the Financial Services industry to gain introductions to key decision-makers at Professional Services firms. Personal referrals can significantly enhance your credibility.
We think you need these skills to ace Business Development Director , Accountants & Lawyers , Wealth Management
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly understand the responsibilities and expectations of the Business Development Director position. Tailor your application to highlight your relevant experience in developing relationships with Professional Services firms, particularly Accountants and Lawyers.
Highlight Relevant Experience: In your CV and cover letter, emphasize your significant business development experience within Financial Services, specifically Wealth Management. Provide concrete examples of how you've successfully managed accounts and generated revenue streams.
Showcase Your Skills: Demonstrate your effective influencing and negotiation skills in your application. Use specific instances where you presented investment options or negotiated terms with clients to showcase your capabilities.
Craft a Compelling Cover Letter: Write a tailored cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention how you can contribute to the firm's goals and support the delivery of first-class service.
How to prepare for a job interview at JJSearch
✨Understand the Wealth Management Landscape
Make sure you have a solid grasp of the Wealth Management industry, especially regarding Discretionary Investment Portfolios. Familiarize yourself with current trends and challenges that Accountants and Lawyers face in this sector.
✨Showcase Your Business Development Success
Prepare to discuss specific examples of how you've successfully developed relationships with Professional Services firms. Highlight your track record in generating revenue and how you influenced decision-making processes.
✨Demonstrate Technical Knowledge
Be ready to talk about the technical needs of intermediary clients. This will show that you understand their requirements and can effectively present investment options tailored to their needs.
✨Prepare for Negotiation Scenarios
Since negotiation is a key part of the role, practice discussing pricing strategies and how you would secure business on profitable terms. Think of past experiences where you successfully negotiated deals.
