Business Development Director

At Cazenove Capital we look after private individuals, families and charities. We are the Wealth Management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

Schroders has around 6,000 people on six continents. We have been around for over 200 years but keep adapting as society and technology changes. What does not change is our commitment to helping our clients, and society, prosper.

This role will be based out of our office in London and will cover London, Oxford, Birmingham and Bristol.

We are one of the largest UK-based Wealth Management firms, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long-term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in-house investment team. We are open to flexible working, so we can all balance our personal and professional commitments.

Responsibilities

• Contribute to and implement the annual and long-term business development strategy for Wealth Management;
• Contribute to the development of the Cazenove Capital brand in the UK generally, but focused on London, Oxford, Birmingham and Bristol in particular;
• Develop new business opportunities using personal and professional contacts, and in particular intermediaries (typically Independent Financial Advisers);
• Maintain and manage substantial client relationships – in the case of intermediated clients, the primary relationship will often be with the intermediary firms;
• Work with intermediaries with a view to starting, enhancing or cementing relationships where the primary goal is to receive intermediated client referrals;
• Collaborate with our Marketing team to deliver informative and inspirational events aimed at the intermediary market;
• Work effectively, and in partnership, with the Heads of London and Regional Office’s, Portfolio Directors and Portfolio Managers to grow our business;
• Collaborate with colleagues in similar roles in the rest of the UK to ensure consistency under the guidance of the Head of DFM.

The Knowledge, Experience And Qualifications That Will Help

• Professional Qualifications as a financial adviser or investment manager (Level 4 is mandatory, Level 7 nice to have)
• Excellent organisational, administrative and time management skills
• Ability to work to deadlines and be able to assimilate information/instructions quickly
• Experience of minute taking
• Excellent grammar and spelling
• High attention to detail
• Ability to demonstrate initiative
• Good Outlook, Word, Excel and PowerPoint skills

What You Will Be Like

• A self-starter, able to prioritise workload and have an ability to work for more than one person
• Strong interpersonal skills and the ability to deal with individuals of any level
• Have a flexible approach to work
• Have a strong team ethic and collaboration skills

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.