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, career development opportunities, and a supportive team environment.
- 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.
- Other info: Exciting role with opportunities for growth in the beautiful South West region.
The predicted salary is between 36000 - 60000 £ 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.
Business Development Manager (South West) employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager (South West)
✨Tip Number 1
Network like a pro! Attend industry events and seminars where you can meet IFAs, wealth managers, and other key players. Don’t just show up; engage in conversations, share your insights, and make those connections count.
✨Tip Number 2
Be proactive in reaching out to potential clients. Use LinkedIn to connect with decision-makers in the Devon and Cornwall region. A personalised message can go a long way in starting a meaningful conversation.
✨Tip Number 3
Prepare for face-to-face meetings by doing your homework. Understand the needs of your clients and tailor your pitch accordingly. Show them how our investment solutions can specifically benefit their business.
✨Tip Number 4
Don’t forget to leverage our website for job applications! It’s a great way to stay updated on openings and get noticed by our hiring team. Plus, it shows you’re genuinely interested in joining us at StudySmarter.
We think you need these skills to ace Business Development Manager (South West)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Development Manager. Highlight your experience with IFAs and wealth managers, and showcase any successful relationships you've built in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your skills align with our needs. Don't forget to mention your familiarity with the South West region!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to meet sales targets and manage client relationships. Numbers speak volumes, so include metrics where possible!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at William Blake Group
✨Know Your Market
Before the interview, dive deep into the investment management landscape in Devon and Cornwall. Understand the key players, trends, and challenges in the region. This knowledge will not only impress your interviewers but also help you articulate how you can effectively grow relationships with IFAs and wealth managers.
✨Showcase Your Relationship Skills
Prepare specific examples of how you've successfully managed high-value client relationships in the past. Be ready to discuss your approach to building trust and rapport, as well as any strategies you've used to negotiate favourable terms. This is crucial for a role that focuses on relationship management.
✨Demonstrate Team Collaboration
Since the role involves working closely with internal teams, come prepared to discuss how you've collaborated with sales, marketing, or product development teams in previous roles. Highlight any successful projects where teamwork led to tailored investment solutions, showcasing your ability to work towards shared goals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving and leadership skills. Think about situations where you've had to lead a team or mentor junior members. Prepare to explain your thought process and the outcomes of your actions, as this will demonstrate your leadership capability.