Regional Business Development Manager - IFA & Wealth Growth

Regional Business Development Manager - IFA & Wealth Growth

Full-Time 49050 - 59950 £ / year (est.) Hybrid
P

At a Glance

  • Tasks: Build relationships with wealth managers and IFAs to boost investment awareness.
  • Company: Puma Investments, a dynamic firm focused on growth and innovation.
  • Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
  • Other info: Exciting opportunity for career advancement in a supportive environment.
  • Why this job: Join a passionate team and make a real impact in the investment sector.
  • Qualifications: Experience in business development and strong relationship-building skills.

The predicted salary is between 49050 - 59950 £ per year.

Puma Investments is seeking two Hybrid Business Development Managers to join our Business Development team.

One role will cover the East Midlands region, while the other covers East Anglia.

You will focus on developing relationships with wealth managers and IFAs to raise funds and awareness of our investment offers.

The role is hybrid, combining internal collaboration with client-facing activity. You will work with CRM systems, target-driven processes and coordinate with marketing, operations

#J-18808-Ljbffr

Regional Business Development Manager - IFA & Wealth Growth employer: Puma Investments

Puma Investments is an exceptional employer that prioritises employee growth and development within a dynamic and supportive work culture. Located in the vibrant city of London, we offer our team members unique opportunities to engage with diverse financial products while fostering meaningful relationships with clients and advisers. Our commitment to high-quality service and compliance ensures that you will thrive in a role that is both rewarding and impactful.

P

Contact Details:

Puma Investments Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Regional Business Development Manager - IFA & Wealth Growth

✨Get to Grips with Data Visualisation Tools

If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.

✨Join Local Business Intelligence Meetups

Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Puma Investments!

✨Engage with Online BI Communities

Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.

✨Leverage Your University’s Career Support

If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!

We think you need these skills to ace Regional Business Development Manager - IFA & Wealth Growth

Relationship Building
Fundraising
Client Engagement
Wealth Management Knowledge
Investment Knowledge
CRM Systems Proficiency
Target-Driven Mindset

Some tips for your application 🫡

Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.

Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.

Tailor Your Documents for Us:When applying for a full-time role at Puma Investments, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!

Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.

How to prepare for a job interview at Puma Investments

✨Show off your analytical skills

In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!

✨Practice your technical know-how

Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.

✨Portfolio of Projects

Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.

✨Know their business model

Get familiar with Puma Investments’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.