South West Wealth Adviser Relations Lead
South West Wealth Adviser Relations Lead

South West Wealth Adviser Relations Lead

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Enhance client relationships and drive growth in the Devon & Cornwall region.
  • Company: Leading investment management firm with a focus on client success.
  • Benefits: Competitive salary, performance bonuses, and opportunities for professional development.
  • Why this job: Join a dynamic team and make a real impact in the investment sector.
  • Qualifications: Proven sales management experience and strong client-facing skills.
  • Other info: Exciting career progression opportunities in a supportive environment.

The predicted salary is between 36000 - 60000 £ per year.

An investment management firm in the UK is seeking a Business Development Manager to enhance client relationships in the Devon & Cornwall region. The ideal candidate will accelerate growth through effective relationship management with IFAs and market leaders, conduct meetings, and collaborate with internal teams on tailored investment solutions. Strong client-facing skills and a leadership background are required to reach regional sales targets. This role offers significant opportunities for someone with a proven track record in sales management.

South West Wealth Adviser Relations Lead employer: William Blake Group

As a leading investment management firm in the UK, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our South West Wealth Adviser Relations Lead role offers the chance to make a meaningful impact in the Devon & Cornwall region, with access to tailored training programmes and a supportive team environment that encourages innovation and collaboration. Join us to be part of a company that values strong client relationships and rewards your efforts with competitive benefits and career advancement opportunities.
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Contact Detail:

William Blake Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land South West Wealth Adviser Relations Lead

✨Tip Number 1

Network like a pro! Attend local events and meet-ups in the Devon & Cornwall area to connect with potential clients and industry leaders. Building those relationships face-to-face can really set you apart from the competition.

✨Tip Number 2

Showcase your expertise! Create a personal brand on LinkedIn by sharing insights and articles related to investment management. This not only highlights your knowledge but also attracts attention from IFAs and market leaders looking for someone like you.

✨Tip Number 3

Prepare for those meetings! Research your potential clients thoroughly and tailor your pitch to their specific needs. Demonstrating that you understand their business will help you build trust and rapport right from the start.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Business Development Manager role. Plus, it shows you’re serious about joining our team and making an impact in the region.

We think you need these skills to ace South West Wealth Adviser Relations Lead

Client Relationship Management
Sales Management
Leadership Skills
Effective Communication
Meeting Facilitation
Collaboration
Tailored Investment Solutions
Growth Acceleration
Regional Sales Target Achievement
Proven Track Record in Sales

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of South West Wealth Adviser Relations Lead. Highlight your experience in business development and client relationship management, especially in the Devon & Cornwall region.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your leadership background and how you've successfully managed relationships with IFAs and market leaders in the past.

Showcase Your Sales Achievements: Don’t just list your responsibilities; share your successes! Include specific examples of how you’ve accelerated growth and met sales targets in previous roles.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!

How to prepare for a job interview at William Blake Group

✨Know Your Market

Familiarise yourself with the investment landscape in Devon & Cornwall. Research local IFAs and market leaders to understand their needs and how your experience can meet them. This will show your commitment and help you stand out.

✨Showcase Your Relationship Skills

Prepare examples of how you've successfully built and maintained client relationships in the past. Be ready to discuss specific strategies you've used to enhance client satisfaction and drive sales growth.

✨Collaborate Like a Pro

Highlight your ability to work with internal teams to create tailored investment solutions. Think of instances where your collaboration led to successful outcomes, and be prepared to share these stories during the interview.

✨Demonstrate Leadership Experience

Since this role requires a leadership background, come equipped with examples of how you've led teams or projects. Discuss your approach to motivating others and achieving sales targets, as this will resonate well with the interviewers.

South West Wealth Adviser Relations Lead
William Blake Group
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