Head of Business Development - Investment Manageme
20 September by Search & Select
Reference ID: 205692
Duration:
Unspecified
Salary: To be advised
End Date: 14 Nov 2024
Job Description
Our client seeks a Head of Business Development - Investment Management to join
their team. Role Profile: Opportunity: To be a key member of the executive
management team in the Investment Management business, located in Jersey or in
Isle of Man. To take overall responsibility for new business in the investment
management proposition. Key Responsibilities: You will be located in Jersey or
Isle of Man but will be responsible for all front office activity across both
centres. To grow AUM in the investment products and services. To lead the
discretionary business development strategy. To lead and manage the front office
of the Investment Management business including line managing all business
development and relationship management staff. To be responsible for attracting
key new Institutional, Trustee and Adviser relationships to produce new business
into the Groups investment management proposition. To set and deliver business
development activity in appropriate geographic locations. To be responsible for
key advisor/institutional client partnerships and seek suitable books of
business. To be the senior face at key seminars/webinars and events. Set and
surpass sales targets each year, and fulfil other objectives as agreed with Line
Manager from time to time. Inspire, mentor and grow the business development
team. Inspire, mentor and grow the relationship management team. Work closely
with the Business Development Managers for Platform and Banking to develop
shared new business opportunities. Drive new business projects and initiatives,
constantly thinking of new innovative ideas for increasing sales. Epitomise,
with integrity, the values of the business as part of its public facing profile.
Organise and deliver key business development management information and
statistics to the wider executive team. To chair and organise regular meetings
on all areas of sales to ensure we are working as a team. Engage closely with
our Investment Management teams in Jersey and Isle of Man to ensure that BD
activity reflects the Conscious Capital investment approach. Liaise with Head of
Investment Management to maintain and develop mutually supportive relationship.
Communicate proactively with the Operational Directors and their senior
management 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. Implement and
monitor all relevant risk management and compliance processes and procedures
relevant to the activities of the BD and RM teams. Key Skills and Experience: A
finance or investment qualification and qualified to be an authorised person at
IOM FSA - Investment Advice or JFSC equivalent in Jersey. Exceptional
presentation skills - to both small and larger audiences of clients; Excellent
knowledge of financial services industry and global markets; Excellent product
knowledge of all areas of investment management strategies. Confident;
self-starter; ambitious; high achiever; Exceptional track re... If you have the
required skills please apply online at searchandselect.com quoting reference
number: 15206