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- Tasks: Engage with regional clients, manage growth accounts, and drive sales strategies.
- Company: Rathbones is a trusted wealth management firm focused on responsible investing for future generations.
- Benefits: Enjoy a diverse workplace, meaningful work, and opportunities for personal development.
- Why this job: Join a passionate team dedicated to client service and making a positive societal impact.
- Qualifications: Experience in financial services, strong communication skills, and IMC qualification required.
- Other info: We are a Level 1 Disability Confident employer, promoting inclusivity in our hiring process.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK\’s leading over-50s age inclusive jobs board.
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 Manager, Scotland
Department: Group Distribution
Location: Glasgow / Edinburgh
Contract Type: Perm
The Role
To work as part of the UK Intermediary Distribution team providing proactive field sales support to a number of regional intermediary clients. The candidate will work closely with Area Head and other BDDs as well as other senior distribution colleagues on agreed parameters deliver against sales targets and business objectives.
Outcomes of the Role
- Representing Rathbones Intermediary Teams, the candidate will develop relationships externally with with a range of developing regional adviser and wealth management accounts.
- Build relationships with the market described above. Ensure consistent communication on Markets and RB products and services and deal with specific enquiries on both a reactive and proactive basis.
- Solely manage growth accounts from the region as well as supporting the BDDs in your region with wider sales and relationship tasks
- Coordinate regional data with BDDs
- Devise, action and review a sales strategy and Business Plan for your defined client market that supports the Business Plan.
- Proactively follow-up and support sales activities generated by BDDs in region
- Plan, organise and conduct regular sales visits, presentations, and face to face contact to develop relationships and generate sales.
- Deliver an agreed level of new business in line with the team sales target.
- Build appropriate internal relationships with key stakeholders to facilitate external introductions where appropriate.
- Provide market feedback from key accounts to the business. And communicate client panel and preferences for internal and national coordination.
Knowledge, Skills and Experience
- Detailed understanding of the products and services RB provide
- Strong time management and prioritisation skills
- Ability to develop & maintain positive working relationships.
- Strong communicator and able to build and maintain good internal and external relationships.
- Systems competence – demonstrates competence in using Company systems
- Solid understanding of the regulatory environment in which we operate
- Strong investment understanding across a range of solutions, including asset management and DFM solutions
- Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry
- Hold IMC 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 Manager, Scotland employer: Rathbones Group Plc
Contact Detail:
Rathbones Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager, Scotland
✨Tip Number 1
Network with professionals in the wealth management and financial services sectors. Attend industry events, webinars, or local meetups in Scotland to connect with potential colleagues and clients. Building these relationships can give you insights into the market and may lead to referrals.
✨Tip Number 2
Familiarise yourself with Rathbones' products and services. Understanding their offerings will not only help you in interviews but also allow you to speak confidently about how you can contribute to their goals and client needs.
✨Tip Number 3
Stay updated on market trends and regulatory changes in the investment and wealth management sectors. This knowledge will demonstrate your commitment to the role and your ability to provide valuable insights to clients and colleagues.
✨Tip Number 4
Prepare to discuss your previous experience in business development and how it relates to the specific challenges faced by Rathbones. Be ready to share examples of how you've successfully built relationships and driven sales in similar roles.
We think you need these skills to ace Business Development Manager, Scotland
Some tips for your application 🫡
Understand the Company Values: Before applying, take some time to understand Rathbones' commitment to responsible investing and client service. Reflect these values in your application to show that you align with their mission.
Tailor Your CV: Make sure your CV highlights relevant experience in business development within the financial services sector. Emphasise your ability to build relationships and achieve sales targets, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your understanding of the investment and wealth management industry. Use specific examples of how you've successfully developed client relationships in the past.
Showcase Your Skills: In your application, clearly showcase your strong communication skills, time management abilities, and systems competence. Provide examples of how you've used these skills to achieve results in previous roles.
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Products Inside Out
Make sure you have a solid understanding of Rathbones' investment and wealth management services. Be prepared to discuss how these products can meet the needs of potential clients, as this will demonstrate your expertise and commitment to the role.
✨Build Rapport with Interviewers
Since relationship-building is key in this role, practice your interpersonal skills before the interview. Show genuine interest in the interviewers and their experiences at Rathbones, which can help create a positive atmosphere and make you memorable.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client relationships. Prepare examples from your past experience where you've successfully navigated challenges or built strong client connections.
✨Demonstrate Your Sales Strategy Knowledge
Be ready to discuss how you would devise and implement a sales strategy for the defined client market. Highlight any previous experience in developing business plans and achieving sales targets, as this will show your capability to contribute to Rathbones' goals.