At a Glance
- Tasks: Build and maintain client relationships while driving growth for our Model Portfolio Service.
- Company: Join Fundhouse, a vibrant and inclusive company focused on innovation and impact.
- Benefits: Professional development, supportive leaders, and a culture that values your well-being.
- Other info: Dynamic role with travel opportunities and a focus on problem-solving.
- Why this job: Make a real difference in clients' lives while working with talented colleagues.
- Qualifications: Experience in relationship management and a passion for finance and client service.
The predicted salary is between 40000 - 50000 £ per year.
Fundhouse is seeking a dynamic and motivated individual to join our Business Development team in support of our growing Model Portfolio Service (MPS). Reporting to the Head of Business Development, the successful candidate will act as a key point of contact and maintain and service relationships with new and existing clients, delivering an industry-leading, high‑touch service. You will also acquire, develop, and manage relationships with new prospects to support the growth of our MPS offering. The role also involves frequent travel to meet clients and host events, therefore access to a car/driving licence is essential.
Key Responsibilities
- Identify and reach out to potential clients, responding to inbound leads, arranging introductions, hosting meetings and ensuring timely follow‑up to progress opportunities through to conversion.
- Collaborate or lead on business development webinars and regional events.
- Maintain comprehensive knowledge of Fundhouse’s services, investment solutions, and market views.
- Host virtual and in‑person meetings (with support from the Investment Management team as needed).
- Demonstrate market knowledge and an understanding of asset allocation, fund research and portfolio construction.
- Prepare and update presentation decks, RFPs, brochures, proposals, and articles – tailored to client needs and market demand.
- Participate in project‑based initiatives and internal MPS forums focused on enhancing client experience and business development.
- Focus on problem‑solving and delivering practical solutions.
Qualifications
- Prior experience working with financial advisers and MPS clients.
- Experience of relationship management, prospecting, and service delivery.
- Ability to demonstrate an understanding of markets and portfolios, with an interest in staying informed on current team perspectives and broader market developments.
- Excellent interpersonal skills, a proactive mindset, and the ability to engage confidently with a diverse range of clients.
- Driven, client‑focused, ambitious and comfortable working both independently and as part of a team.
- Brand and values alignment, with a desire to positively impact clients’ lives and act as an ambassador for Fundhouse.
- Attention to detail and the ability to clearly articulate investment views in a way that resonates with clients.
- Awareness of compliance responsibilities and professional standards.
Preferred Qualifications
- Prior experience managing client relationships and prospecting.
- Excellent people skills, ethics and a desire to build lasting client relationships.
- Highly motivated to drive the growth of the MPS business.
Benefits
We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well‑being.
We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at.
Business Development Manager - MPS in London employer: Mercer
Fundhouse is an exceptional employer that prioritises professional development and fosters a vibrant, inclusive culture. As a Business Development Manager in our Model Portfolio Service team, you will enjoy the opportunity to work alongside talented colleagues while making a meaningful impact on clients and communities. With a commitment to employee well-being and a range of career advancement opportunities, Fundhouse is dedicated to helping you thrive in your role.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager - MPS in London
✨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.
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Don’t shy away from reaching out directly to firms like Mercer. 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 - MPS in London
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 Mercer.
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 Mercer'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 Mercer
✨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 Mercer.
✨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 Mercer 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 Mercer 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.
