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- Tasks: Drive sales and build relationships with Financial Advisers and Private Banks in the South West.
- Company: Join Octopus Investments, a dynamic team known for its world-class service and integrity.
- Benefits: Enjoy competitive salary, untracked holiday, hybrid working, and wellness support.
- Why this job: Shape the future of tax-efficient investing while growing your career in a fast-paced environment.
- Qualifications: Experience in business development and strong interpersonal skills are essential.
- Other info: Embrace a role that evolves with you and offers excellent growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for an External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering a defined region with a mix of established and growth accounts. You’ll be joining a high-performing, fast-paced team that’s passionate about delivering world-class service to our network of Financial Advisers and Private Banks. You’ll have the autonomy to run your own regional sales strategy, build long-term relationships, and drive sales into our market-leading investment products. You’ll be supported by a collaborative team, bespoke training, and a culture that rewards ambition and integrity.
The Retail Sales Team is known for its technical expertise and personal service. As a BDM, you’ll be at the heart of our success, educating and engaging with advisers, collaborating with internal teams, and helping shape the future of tax-efficient investing.
What you’ll be doing:
- Own and deliver a regional sales strategy
- Build and grow relationships with Financial Advisers and Private Banks
- Lead face-to-face meetings, events and presentations
- Collaborate with Internal Business Development Managers to create and execute business plans
- Communicate a complex suite of investment solutions with clarity and confidence
- Work closely with Fund Managers and Business Line Managers to ensure product alignment
- Keep CRM systems updated and manage a busy inbox with ease
- Always act in the best interest of the customer
Qualifications:
To be successful in this role, you’ll need:
- Proven experience in a business development role dealing with IFAs
- A track record of growing existing relationships and attracting new ones
- High-quality interpersonal skills, honesty and integrity
- A clear, articulate communication style
- Drive, ambition and self-motivation
Bonus points if you have:
- Additional qualifications or experience in financial services
- A strong financial adviser network in the South West
- Knowledge of tax-efficient investments and inheritance tax advice
We encourage you to apply even if you don’t tick every box. This role will evolve as we grow and develop. So, if you’re looking for a challenge in a fast-paced and dynamic business, we can deliver on that.
What we offer:
- A competitive salary, bonus, pension and share incentive plan
- Untracked holiday
- Hybrid working – most of our people spend 50% of their time in the office
- Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more
- Up to 6 months paid parental leave regardless of gender
- Life insurance, critical illness cover and income protection
- Private medical insurance for you and your family
External Business Development Manager - South West in Exeter employer: Octopus Capital Ltd
Contact Detail:
Octopus Capital Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land External Business Development Manager - South West in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with Financial Advisers and Private Banks in your area. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out for a chat. Building those relationships can really set you apart.
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential clients or partners, come prepared with insights and knowledge about tax-efficient investing. This will not only demonstrate your value but also build trust and credibility.
✨Tip Number 3
Follow up like a champ! After meetings or networking events, send a quick thank-you email or message. It keeps the conversation going and shows that you’re genuinely interested in building a relationship. Plus, it helps you stay top of mind!
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are proactive and take the initiative. Plus, it’s a great way to ensure your application gets into the right hands quickly. Let’s make it happen!
We think you need these skills to ace External Business Development Manager - South West in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of External Business Development Manager. Highlight your experience with IFAs and any relevant achievements that showcase your ability to build relationships and drive sales.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your skills align with our team's goals. Be sure to mention your understanding of tax-efficient investing if you have that knowledge.
Showcase Your Communication Skills: Since clear communication is key in this role, make sure your application reflects that. Use concise language and structure your documents well to demonstrate your articulate communication style right from the start.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Octopus Capital Ltd
✨Know Your Market
Before the interview, dive deep into the investment products and services offered by the company. Understand the competitive landscape in the South West region and be ready to discuss how you can leverage your knowledge of financial advisers and private banks to drive sales.
✨Showcase Your Relationship Skills
Prepare examples that highlight your ability to build and maintain relationships with financial advisers. Think of specific instances where you've successfully grown existing accounts or attracted new ones, and be ready to share these stories during the interview.
✨Communicate Clearly
Since the role requires articulating complex investment solutions, practice explaining these concepts in a simple and clear manner. You might even want to prepare a mock presentation to demonstrate your communication style and confidence.
✨Emphasise Your Drive and Ambition
This position is all about self-motivation and ambition. Be prepared to discuss your personal goals and how they align with the company's vision. Share how you plan to take ownership of your regional sales strategy and contribute to the team's success.
