At a Glance
- Tasks: Grow relationships with financial advisers and deliver tailored investment solutions.
- Company: Dynamic investment management firm focused on innovation and collaboration.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Join a supportive team with exciting career advancement opportunities.
- Why this job: Make a real impact in the finance industry while building valuable connections.
- Qualifications: Proven experience in client relationship management and strong leadership skills.
The predicted salary is between 45000 - 48000 £ per year.
We are partnered with an Investment Management firm in supporting a key hire in their UK Sales team. They are seeking a Business Development Manager to cover the Devon & Cornwall region within its South West team. The role focuses on growing the region through high-level relationship management with IFAs, wealth managers and key market influencers. You will represent the business at industry events, deliver impactful face-to-face meetings, and execute a regional business plan to meet sales targets. Working closely with internal sales, marketing, product and investment teams, you will help deliver tailored investment solutions. The role suits a commercially driven relationship manager based in Devon or Cornwall with strong client-facing experience and leadership capability.
Responsibilities
- Educate financial advisers on the firm's proposition through face-to-face and virtual meetings, events and specialist seminars.
- Discover, develop and manage relationships with IFAs, wealth managers, and influential market leaders.
- Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver exceptional investment solutions tailored to adviser needs.
- Develop and execute a robust business plan for the South West region, delivering regional targets in partnership with team colleagues.
- Negotiate favourable pricing and business terms for bespoke investment opportunities that benefit both clients and the organisation.
Required Experience
- Demonstrated success in managing high-value client relationships and delivering against regional sales targets.
- Extensive experience in face-to-face client interactions and event attendance.
- Familiarity with leading and mentoring junior team members.
- Team-oriented with a flexible attitude and commitment to achieving shared goals.
- Excellent interpersonal skills with the ability to engage at all levels.
- Leadership qualities, with the ability to inspire and mentor team members.
- Strong organizational skills to manage regional travel and in-person meetings.
