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- Tasks: Drive sales and build relationships with Financial Advisers and Private Banks in the South East.
- Company: Join Octopus Investments, a dynamic team focused on world-class service and innovation.
- Benefits: Enjoy competitive salary, bonuses, flexible working, and wellness support.
- Why this job: Shape the future of tax-efficient investing while growing your career in a supportive environment.
- Qualifications: Experience in business development within financial services and strong communication skills.
- Other info: Diverse workplace committed to inclusion and personal growth opportunities.
The predicted salary is between 50000 - 65000 £ per year.
We’re looking for an External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering our South East 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 Team: Our Retail Sales Team is known for its technical expertise and personal service. As an EBDM for the South East 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 within financial services
- 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 East
- Knowledge of tax-efficient investments and inheritance tax advice
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
- Electric vehicle leasing
- The option to work overseas up to a month per year
EEO and Accessibility: We are committed to building a workplace where diversity is valued, and inclusion is a priority. We provide equal opportunities for growth and development and are committed to supporting candidates with a disability throughout the recruitment process. If you require adjustments to the interview process, we’ll be happy to accommodate where possible.
External Business Development Manager - South East employer: Octopus Investments
Contact Detail:
Octopus Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land External Business Development Manager - South East
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know the South East market. Attend industry events and engage with potential clients to build relationships before you even apply.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or presentation that highlights your previous successes in business development. This will not only impress during interviews but also give you confidence when discussing your strategies.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication style. Focus on articulating complex investment solutions clearly, as this is key for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Octopus Investments. Let’s make it happen!
We think you need these skills to ace External Business Development Manager - South East
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 in business development within financial services and showcase any relevant achievements that align with the job description.
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 can help us deliver world-class service. Be sure to mention your interpersonal skills and any experience with Financial Advisers or Private Banks.
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. This will demonstrate your ability to communicate complex information clearly and confidently.
Apply Through Our Website: We encourage you to apply 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 from us!
How to prepare for a job interview at Octopus Investments
✨Know Your Market
Before the interview, dive deep into the financial services landscape in the South East. Understand the key players, trends, and challenges. This knowledge will not only impress your interviewers but also help you articulate how you can contribute to their regional sales strategy.
✨Showcase Your Relationship Skills
Since building relationships is crucial for this role, prepare examples of how you've successfully nurtured client relationships in the past. Be ready to discuss specific strategies you used to engage with Financial Advisers and Private Banks, highlighting your interpersonal skills and integrity.
✨Communicate Clearly
Practice explaining complex investment solutions in a simple, clear manner. You might be asked to present a scenario or solution during the interview, so being articulate and confident will demonstrate your ability to communicate effectively with clients and internal teams alike.
✨Be Ready to Collaborate
This role involves working closely with various teams, so come prepared to discuss how you’ve collaborated in previous roles. Share examples of how you’ve worked with Fund Managers or Business Line Managers to align products with client needs, showcasing your team spirit and collaborative mindset.