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- Tasks: Drive business development and build relationships in the UK wealth market.
- Company: Boutique investment management firm with a collaborative culture.
- Benefits: Competitive salary, equity opportunities, and a chance to shape strategy.
- Other info: Equity-focused recruitment process ensuring fairness for all applicants.
- Why this job: Take ownership of a channel and make a real impact in a dynamic environment.
- Qualifications: 15+ years in investment management sales with a strong network.
The predicted salary is between 80000 - 100000 £ per year.
A boutique investment management firm is looking for an experienced business development professional to expand its presence across the UK wealth and wholesale market. This is a senior, client-facing role with a strong emphasis on relationship building and asset raising, alongside a meaningful strategic remit. The position offers the opportunity to take genuine ownership of a channel, shaping how the firm approaches and prioritises the market while driving commercial outcomes.
Key responsibilities
- Driving proactive outreach and developing relationships across the UK wealth and wholesale landscape
- Focusing on discretionary wealth managers, engaging with investment managers, research teams and investment committees
- Building and managing a robust prospect pipeline, converting relationships into funded mandates
- Contributing to and influencing business development strategy, including market mapping, segmentation and coverage approach
- Overseeing the day-to-day BD process, working collaboratively with existing internal resources
Candidate profile
- 15+ years’ experience in investment management sales or business development
- Strong, established network within UK wealth management, with the ability to generate access independently
- Demonstrable track record of raising assets within institutional and/or wealth channels
- Experience operating at a strategic level, shaping BD initiatives rather than purely executing against them
- A self-starter who thrives in an entrepreneurial, boutique environment and values a collaborative culture
Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria. At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Business Development Director - UK Wealth employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Director - UK Wealth
✨Tip Number 1
Network like a pro! Get out there and connect with people in the UK wealth management scene. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Showcase your expertise! When you’re chatting with prospects or at networking events, share insights and trends you’ve noticed in the market. This positions you as a thought leader and helps build trust with potential clients.
✨Tip Number 3
Follow up strategically! After meeting someone, send a personalised message thanking them for their time and referencing something specific from your conversation. This keeps you top of mind and shows you’re genuinely interested in building a relationship.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative to apply directly. It shows you’re serious about joining our team and gives us a chance to see your enthusiasm right from the start.
We think you need these skills to ace Business Development Director - UK Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Business Development Director. Highlight your experience in investment management sales and any relevant achievements that showcase your ability to build relationships and raise assets.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your established network within UK wealth management and how you can contribute to our business development strategy.
Showcase Your Strategic Thinking: In your application, don’t just list your past roles; demonstrate how you've shaped business development initiatives. We want to see your strategic mindset and how you’ve influenced outcomes in previous positions.
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 on joining our team!
How to prepare for a job interview at Leverton Search
✨Know Your Market
Before the interview, dive deep into the UK wealth and wholesale market. Understand the key players, current trends, and challenges. This knowledge will not only impress but also help you articulate how your experience aligns with the firm's goals.
✨Showcase Your Network
Be ready to discuss your established network within the UK wealth management sector. Highlight specific relationships you've built and how they can benefit the firm. This is a client-facing role, so demonstrating your ability to leverage connections is crucial.
✨Demonstrate Strategic Thinking
Prepare examples of how you've shaped business development strategies in the past. Discuss your approach to market mapping and segmentation, and be ready to share insights on how you would influence the firm's BD initiatives moving forward.
✨Emphasise Collaboration
Since this role values a collaborative culture, come prepared to discuss how you've worked with internal teams in previous roles. Share specific instances where your teamwork led to successful outcomes, showcasing your ability to drive results while fostering a positive environment.