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- Tasks: Drive sales strategy and build relationships with Financial Advisers and Private Banks.
- Company: Join Octopus Investments, a dynamic team known for its expertise and service.
- Benefits: Competitive salary, bonuses, flexible working, and wellness support.
- Why this job: Make an impact in a fast-paced environment while shaping the future of investing.
- Qualifications: Experience in business development and strong interpersonal skills required.
- Other info: Evolving role with opportunities for growth and development.
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 an EBDM, 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
- Strong leadership skills
Bonus points if you have:
- Additional qualifications or experience in financial services
- A strong financial adviser network in London
- 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
- Take what you need holiday
- Flexible working
- Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more
- Enhanced family leave policies
- Life insurance, critical illness cover and income protection
- Private medical insurance for you and your family
Senior External Business Development Manager - London employer: Octopus Capital Ltd
Contact Detail:
Octopus Capital Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior External Business Development Manager - London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for those face-to-face meetings! Research the companies and individuals you’ll be meeting with. Tailor your pitch to show how your experience aligns with their needs. Confidence is key, so practice makes perfect!
✨Tip Number 3
Follow up after meetings! A quick thank-you email or a message highlighting a key point from your conversation can keep you top of mind. It shows you're genuinely interested and proactive, which is always a plus.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about making connections, and applying directly can give you an edge. Plus, it shows you’re serious about joining our team and contributing to our success.
We think you need these skills to ace Senior External Business Development Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your business development experience, especially with IFAs, and showcase any relevant achievements that demonstrate your ability to build relationships.
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 background aligns with our needs. Be sure to mention your understanding of tax-efficient investments and your approach to building long-term relationships.
Showcase Your Communication Skills: Since clear communication is key in this role, make sure your application is well-structured and free of jargon. Use straightforward language to convey your ideas and experiences, demonstrating your articulate communication style right from the start.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Octopus Capital Ltd
✨Know Your Stuff
Make sure you’re well-versed in the investment products and services offered by the company. Brush up on tax-efficient investing and inheritance tax advice, as these are key areas for the role. Being able to discuss these topics confidently will show your expertise and commitment.
✨Build Rapport
Since this role involves building long-term relationships with Financial Advisers and Private Banks, practice your interpersonal skills. Think of ways to connect with your interviewers on a personal level, perhaps by sharing relevant experiences or insights that demonstrate your ability to foster relationships.
✨Showcase Your Strategy
Prepare to discuss your approach to developing a regional sales strategy. Have examples ready that illustrate how you’ve successfully grown existing relationships and attracted new ones in previous roles. This will highlight your strategic thinking and leadership skills.
✨Be Clear and Articulate
Communication is key in this role, so practice articulating complex ideas clearly and concisely. You might want to do a mock interview with a friend or colleague to refine your delivery. This will help you convey your thoughts effectively during the actual interview.
