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