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- Tasks: Manage and expand relationships with financial advisors and wealth managers.
- Company: Join a well-regarded fund manager focused on tax-efficient investments.
- Benefits: Enjoy a full-time role with opportunities for professional growth.
- Why this job: Be part of a successful firm that consistently outperforms the market.
- Qualifications: 3+ years in business development with experience in investment solutions.
- Other info: Work closely with an internal client and investment team.
The predicted salary is between 43200 - 72000 £ per year.
We are currently working with a well-regarded fund manager, who has a focus on the tax efficient investments space. Since its inception, the firm has experienced impressive growth, consistently outperforming the market and on the back of this success is now looking to add a business development professional to further develop their South West division.
The individual will be responsible for managing and expanding existing relationships, as well as expanding their investor footprint further.
Responsibilities:
- Identify and target relevant financial advisors and wealth managers within the region
- Work closely with the internal client and investment team to ensure the product is being positioned effectively
- Organise and host relevant client events
- Work closely with the investment team to further develop the product based on market and client intel.
Requirements:
- 3+ years in a business development or internal sales position
- Experience in working with IFAs, intermediaries or retail clients
- Have sold investment solutions and have a decent understanding of investment products
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Industries Venture Capital and Private Equity Principals, Investment Management, and Financial Services
Business Development Manager - HNW/IFA Sales - Private Equity employer: Venture Search
Contact Detail:
Venture Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager - HNW/IFA Sales - Private Equity
✨Tip Number 1
Network actively within the financial services sector, especially with IFAs and wealth managers. Attend industry events and seminars to meet potential contacts who could refer you to opportunities or provide insights into the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest trends in private equity and tax-efficient investments. Being knowledgeable about current market conditions will help you engage in meaningful conversations with potential clients and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss specific strategies for expanding client relationships and investor footprints. Think of examples from your past experience where you've successfully grown a client base or improved client satisfaction.
✨Tip Number 4
Showcase your ability to collaborate with internal teams, particularly investment teams. Be ready to explain how you’ve worked cross-functionally in previous roles to enhance product offerings based on client feedback.
We think you need these skills to ace Business Development Manager - HNW/IFA Sales - Private Equity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development, particularly with financial advisors and wealth managers. Emphasise any achievements in sales or relationship management that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss how your background in investment solutions and client engagement makes you a perfect fit for the role.
Showcase Relevant Skills: In your application, clearly outline your skills related to managing client relationships and understanding investment products. Use specific examples to demonstrate your expertise in these areas.
Follow Up: After submitting your application, consider sending a polite follow-up message to express your continued interest in the position. This can help keep you on the radar of the hiring team.
How to prepare for a job interview at Venture Search
✨Know Your Market
Familiarise yourself with the private equity landscape, especially in the South West region. Understand the key players, trends, and challenges in the market to demonstrate your knowledge during the interview.
✨Highlight Relevant Experience
Be prepared to discuss your previous experience in business development, particularly with IFAs and intermediaries. Share specific examples of how you've successfully managed relationships and expanded client bases.
✨Showcase Your Networking Skills
Since the role involves hosting client events and building relationships, be ready to talk about your networking strategies. Mention any successful events you've organised or attended that led to new business opportunities.
✨Understand Investment Products
Brush up on your knowledge of investment solutions and products. Be ready to explain how you would position these effectively to clients, as this will be crucial for the role.
