At a Glance
- Tasks: Lead global business development for financial institutions, managing high-value client relationships.
- Company: Rathbones is a trusted wealth manager focused on responsible investing and client service.
- Benefits: Enjoy a diverse workplace, meaningful work, and opportunities for personal growth.
- Why this job: Join a passionate team dedicated to making a positive impact in wealth management.
- Qualifications: Experience with GFI clients and strong investment knowledge required.
- Other info: We welcome applicants from all backgrounds and are committed to inclusivity.
The predicted salary is between 43200 - 72000 £ per year.
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Business Development Director, Global Financial Institutions
Job ID: 1813
Department: Group Distribution
Job Category: Professional / Managerial
Location:
London, GB, EC2V 7QN
Date: 7 Jul 2025
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
Job Title: Business Development Director, Global Financial Institutions
Department: Group Distribution
Location: London
Contract Type: Perm
Reporting to: Sam Collett
The Role
To lead and coordinate the firm’s efforts to distribute RAM funds and services to financial institutions globally. This role is senior and strategic, involving a mix of client relationship management, sales leadership, and business development.
This strategic role requires coordination across the RAM business working with various departments to build a GFI business both in London and across the Globe to capture cross border market opportunity.
The role focusses on high value client relationships with multinational organisations, who require a high level of service, information and innovation both in the UK and Internationally.
The role will also require integration with senior leadership teams and business partners at both Rathbones and our key GFI clients.
Outcomes of the Role
- Strategic development. To collaborate with senior management and distribution teams to build and execute strategic initiatives as we build a GFI business and expand our distribution footprint globally.
- Strong Investment Acumen – an institutional level understating of investments and an ability to clearly articulate this to clients and drive investment solutions to meet their needs
- Contribute to the overall RAM sales targets and contribute new revenue streams.
- Acquire, manage and deepen relationships with global financial institutions such as banks, insurance companies, pension funds, sovereign wealth funds, and other asset owners.
- Serve as the key point of contact for institutional clients across geographies.
- Central and regional coordination to work with Head offices, primarily but not exclusively in London to build panel presence and then to coordinate across regional offices on a global basis.
- Executive engagement. To work with senior leadership at Rathbones and connect to senior leaders at these institutions to facilitate closer relationships and engagement. This will require planning and briefings of a detailed level to ensure opportunities are maximised and.gain a comprehensive understanding of the adviser's business model, identify and then deliver any appropriate support.
- Proactively respond to sales leads in a timely manner. Build pipelines and oversee and manage the RFP process, pitches, and onboarding of new clients.
- Committee / Exco engagement . Work with various committees to provide intelligence and client requirements for this channel, including investment requirements, product and operations.
- Regulation , In all aspects of the role adhere to current regulations and compliance frameworks.
- Industry knowledge to maintain a highly level of service and communication and be able to response to new opportunities and trends in the market
- Maintain a close working relationship to fund management teams for high proficiency of fund and investment market knowledge.
Knowledge, Skills and Experience
- Has built a business of GFI clients, has an institutional quality go to market approach, including deep investment understanding.
- Commercial and demonstratable experience of building investment solutions or patterns with GFI’s
- Relationship skills and ability to deal with multi-layered contacts at complex and large organisations.
- Data management. Build and maintain data’ on clients and create dashboards to monitor and gain intelligence and progress opportunities, using Salesforce, internal data and 3rd party tools
- Co-ordination and project management skills to ensure client service excellence both in build mode and maintenance.
- Investment Management Certificate as a minimum relevant Industry qualification
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
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Business Development Director, Global Financial Institutions (London) employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Director, Global Financial Institutions (London)
✨Tip Number 1
Network strategically within the financial institutions sector. Attend industry events, webinars, and conferences where you can meet key players in global financial institutions. Building relationships with these professionals can give you insights into their needs and help you position yourself as a valuable candidate.
✨Tip Number 2
Stay updated on market trends and regulatory changes affecting global financial institutions. This knowledge will not only enhance your conversations with potential employers but also demonstrate your commitment to understanding the industry landscape.
✨Tip Number 3
Develop a strong personal brand that highlights your expertise in investment management and business development. Use platforms like LinkedIn to share insights, articles, and engage with content relevant to the financial sector, showcasing your thought leadership.
✨Tip Number 4
Prepare for interviews by practising how to articulate your experience in managing high-value client relationships and driving investment solutions. Be ready to discuss specific examples of how you've successfully navigated complex organisational structures in previous roles.
We think you need these skills to ace Business Development Director, Global Financial Institutions (London)
Some tips for your application 🫡
Understand the Role: Before you start writing your application, make sure you fully understand the responsibilities and requirements of the Business Development Director position. Tailor your application to highlight how your experience aligns with the strategic and client relationship aspects of the role.
Highlight Relevant Experience: In your CV and cover letter, focus on your previous experience in business development, particularly within financial institutions. Use specific examples that demonstrate your ability to manage high-value client relationships and drive investment solutions.
Showcase Your Skills: Emphasise your skills in strategic development, investment acumen, and project management. Provide concrete examples of how you've successfully built and maintained relationships with global financial institutions, and how you've contributed to sales targets in past roles.
Craft a Compelling Cover Letter: Your cover letter should not only express your interest in the role but also convey your understanding of Rathbones' values and commitment to responsible investing. Make sure to articulate why you are a good fit for their team and how you can contribute to their goals.
How to prepare for a job interview at Rathbone Brothers
✨Understand the Company’s Values
Before your interview, make sure you understand Rathbones' commitment to responsible investing and client service. Be prepared to discuss how your values align with theirs and how you can contribute to their mission of building enduring value.
✨Demonstrate Your Investment Acumen
As a Business Development Director, you'll need to showcase your deep understanding of investment solutions. Prepare to articulate complex investment concepts clearly and how they can meet the needs of multinational clients.
✨Highlight Relationship Management Skills
This role requires managing high-value client relationships. Be ready to share examples of how you've successfully built and maintained relationships with senior leaders in large organisations, and how you can leverage these skills at Rathbones.
✨Prepare for Strategic Discussions
Expect to engage in strategic conversations about expanding Rathbones' distribution footprint globally. Think about past experiences where you've developed and executed strategic initiatives, and be ready to discuss how you can apply that experience in this role.