At a Glance
- Tasks: Promote LGT Wealth Management to intermediaries and build strong relationships through proactive communication.
- Company: Join a leading wealth management firm with a focus on innovation and growth.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Dynamic team environment with a focus on collaboration and achieving targets.
- Why this job: Be an ambassador for a top firm and make a real impact in the financial industry.
- Qualifications: Strong communication skills and proficiency in Microsoft Office; financial industry knowledge is a plus.
The predicted salary is between 40000 - 42500 £ per year.
The Business Development team is responsible for promoting the Firm to the IFA community as a whole.
Brief Role Objective
To deliver predominantly telephone-based support to the lead Business Development Directors in the promotion of LGT Wealth Management UK LLP to the intermediary market, with the objective of increasing the firm’s Assets under Management (AUM). The role will act as an ambassador for the firm, proactively developing and maintaining intermediary relationships through regular telephone contact, handling enquiries and supporting business development activity in line with the firm’s strategic objectives.
Key Responsibilities
- Promote and communicate LGT Wealth Management UK LLP’s business development strategy to intermediaries through proactive telephone contact, structured follow-up and ongoing relationship management, presenting the firm’s proposition clearly, maintaining regular contact with priority intermediary firms and aligning discussions with the wider Business Development team’s objectives.
- Proactively support the generation of Assets under Management (AUM) from the intermediary sector, in line with targets agreed with the Head of Business Development.
- Assist the Business Development Director in generating new business opportunities and developing new intermediary contacts through outbound calling and relationship-building activity, in line with the team’s strategy and plans.
- Support the Business Development Director in promoting LGT Wealth Management UK LLP to IFAs and other intermediaries who influence the buying decision.
- Introduce Investment Managers to relevant intermediary contacts and refer opportunities internally or externally where appropriate to strengthen relationships and support business growth. This includes coordinating follow-up activity, ensuring introductions are timely and appropriate.
- Research market developments, competitor activity and intermediary feedback to identify potential areas of growth and support the development of new business initiatives.
Requirements
Key Skills and Technical Requirements
- Thorough understanding of internal and external systems.
- Proficient levels of Microsoft Office skills especially Excel, Word & PowerPoint.
- Keep abreast of developments in the financial industry along with any regulatory changes.
- To comply with LGT Wealth Management UK’s policies and procedures.
- Work towards an approved level 4 qualification to gain diploma status.
Other Skills and Attributes
- To understand Clients’ objectives and strategic intent.
- Maintain close control during the pitch process and on occasion run Client accounts directly.
- Contribute constructively to discussions and meetings as appropriate.
- Ensure that all account relationships, activities or management of Client relationships do not expose LGT Wealth Management UK LLP to unacceptable levels of legal, regulatory, operational or reputational risk.
- Act at all times in a professional manner.
- Keep accurate records of all meetings attended and follow up on leads as and when appropriate.
- Actively participate in and promote the sharing of knowledge.
- Excel in networking, presentation and communication skills.
- Ensure all tasks are conducted in an accurate, efficient and timely manner in accordance with LGT Wealth Management UK’s procedures.
- Ensure that all entertainment is cost effective and expenses are kept to a reasonable level.
- Actively assist others when required to ensure that the team meets its objectives.
Business Development Manager employer: LGT Wealth Management UK LLP
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment that fosters professional growth and development. With a strong emphasis on teamwork and collaboration, employees are encouraged to build meaningful relationships within the intermediary market while receiving comprehensive support from experienced Business Development Directors. Located in a vibrant financial hub, the firm provides access to industry-leading resources and opportunities for career advancement, making it an ideal place for those seeking a rewarding and impactful career in business development.
Contact Details:
LGT Wealth Management UK LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like LGT Wealth Management UK LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Development Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to LGT Wealth Management UK LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on LGT Wealth Management UK LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at LGT Wealth Management UK LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with LGT Wealth Management UK LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at LGT Wealth Management UK LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former LGT Wealth Management UK LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
