Business Development Executive for Top Investment Firm / Fund Sales / Wealth / Private Equity /[...]

Business Development Executive for Top Investment Firm / Fund Sales / Wealth / Private Equity / Venture Capital / Sustainability / ESG / Investment Sales / Impact Investing

Salary: £28k – £30k + £10k Bonus (1st year)

Role Overview

No previous financial services experience is needed, but you must be a highly motivated, articulate, and passionate individual who thrives in a fast-paced sales environment.

The team is expanding rapidly, aiming to provide unmatched technical expertise, commercial support, and personal service in the financial industry.

Key Responsibilities

• Educate Financial Advisers on the fund range and its appeal as a potential investment for their clients
• Collaborate with an External BDM to develop and execute regional business plans
• Manage and develop existing Adviser / IFA relationships
• Build and expand the client base
• Serve as the point of contact for all inbound Financial Adviser queries
• Deliver exceptional customer service
• Implement new sales and marketing campaigns
• Educate and empower financial advisers to meet their clients\’ needs
• Mentor and train team members
• Arrange adviser meetings for External BDMs and conduct meetings independently when needed
• Provide product feedback and identify adviser needs
• Facilitate communication between Business Line and Product Managers and advisers
• Enhance internal systems for greater efficiency
• Deliver presentations to Advisers
• Attend and support industry conferences and seminars
• Contribute as a product expert or deputy in virtual product teams
• Continuously update industry and product knowledge

Experience & Qualifications

• 1-5 years of sales experience from any industry, with various levels of seniority
• Proven track record of achieving sales targets
• Passionate about delivering excellent customer service
• Target-driven with clear KPIs
• Ability to develop business plans quickly and demonstrate results
• Resilience demonstrated through past achievements
• Excellent listening skills and strategic questioning ability
• Collaborative team player

#J-18808-Ljbffr