Business Development Manager - Investment Manageme

20 September by Search & Select

Reference ID: 205690
Duration: Unspecified
Salary: To be advised
End Date: 14 Nov 2024

Job Description

Our client seeks a Business Development Manager - Investment Management to join their team. Role Profile: Opportunity: To be a key member of the front office team of the Investment Management business, located in Jersey or in Isle of Man, responsible for bringing new business in the investment management proposition. Key Responsibilities: To grow AUM in our investment products and services. To have a key role in the discretionary business development strategy. To provide investment proposals to new and existing clients using our risk profiler. To include active networking locally and internationally with travel to key target markets in order to build relationships with Trustees and Advisors and to enhance the international reputation. Establish key advisor/institutional client partnerships and seek suitable books of business. Hosting face to face and virtual meetings, seminars/webinars and events. Provide demonstrations to clients, trustees or and advisors on products and systems. Meet or surpass sales targets set at the beginning of the year, and fulfil other objectives as agreed with Line Manager from time to time. Work closely with the Business Development Managers for Platform and Banking to develop shared new business opportunities. Work with the Relationship Manager - Investment Management to ensure client relationships are established, maintained and retained with excellence. Generate new business projects and initiatives, constantly thinking of new innovative ideas for increasing sales. Reflect with integrity the values as part of its public facing profile. Continuous improvement of statistical reporting of BD activity via CRM. To attend regular meetings on all areas of sales to ensure we are working as a team. Engage closely with our Investment Management team to ensure that BD activity reflects our Conscious investment approach. Liaise with Head of Investment Management to maintain and develop mutually supportive relationship. Work closely with Relationship Manager - Investment Management to maintain and develop mutually supportive relationship. Communicate proactively with the Customer Services and Onboarding teams to ensure new and existing BD relationships are well serviced through onboarding and ongoing processes. Work closely with Investment Management team and the Investment Committee to maintain and develop mutually supportive relationship, ensuring constructive two-way feedback and improvements to help increase AUM. Support relevant BD focused social media activity, including writing relevant BD and investment related blogs. Maintain good understanding of relevant risk management and compliance processes and procedures relevant to the activities of the BD team. Support other members of the Group Business Development team including those based in other offices. At all times the Groups values should be at the heart of everything and consistency of evidence of adherence to the values will be a key aspect of the role. Key skills and experience: A finance or investment qualification. Presentation skills - to both small and larger audiences of clients; wide knowledge of financial services industry and global markets; Technical product knowledge; knowledge of funds and investments; and knowledge and understanding of ESG and sustainable investments... If you have the required skills please apply online at searchandselect.com quoting reference number: 15207

Job Posted by Search & Select

searchandselect.com [email protected]
Select House, 1 Upper Church Street, Douglas, Isle of Man, IM1 1EE

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