Job description

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  • Location:
    Belfast
  • Employee Type:
    Permanent
  • Department:
    IWI Business Development
  • Division:
    IW&I
  • Employment Type:
    Full time
  • Salary:
    Competitive

Business Development Director (3248)

An exciting opportunity to grow a career as a Business Development Director

 

The purpose of the role is to develop a consistent flow of quality new business introductions that meet the firms published criteria from UK Financial Advisers (and where appropriate Overseas Advisers), achieve minimum personal new business targets, ensuring an appropriate mix of services, adhering to minimum entry levels and at commercial rates, meet personal activity targets to ensure that new relationships are developed and existing relationship maintained, respond to sales leads in a timely manner, maintain and update accurate sales and relationship data on Salesforce CRM system, provide local support to Investment Managers to develop and maintain relationships with other intermediaries (accountants and solicitors) and other introducers as well as to support influence and promote company/group objectives

 

Are you passionate about identifying new sources of acceptable Intermediary Services business and developing the relationships with the new advisers to establish a regular flow of new discretionary investment management business? Do you enjoy seeking opportunities to enhance market share from existing business sources through the promotion of IW&I services to the professional intermediary market? Do you have an interest in maintaining relationships with existing advisers to ensure retention of current book of clients and to secure new client introductions?

If so, please read further to learn more about some of the accountabilities within the role:

  • Work closely with Investment Manager/s to ensure strong relationships are developed with external advisers in order to optimize potential opportunity
  • Ensure compliance with regulatory and organisational requirements or procedures
  • Contribute towards the sharing of best practice and pro-actively support internal initiatives
  • Develop detailed knowledge of the services available to Intermediary Services clients including the eligibility criteria, rate cards, documentation required, together with marketing materials available
  • Maintain an extensive knowledge of investment products, the financial services industry and professional expertise
  • Implement a robust contact strategy for all introducers to ensure regular structured contact with agreed actions and meaningful outcomes, including F2F meetings with Financial Advisers and Intermediaries
  • Gain a comprehensive understanding of the adviser's business model, identify and then deliver any appropriate support
  • Deliver presentations and attend seminars to support business development activities
  • Attend and actively participate in networking events, conferences and other promotional activities
  • Identify new sources of prospective clients within the Intermediary Services market

 


 
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Location
Belfast
5th Floor, Centrepoint, 58-60 Bedford Street, Belfast, Ireland, BT2 7DR
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Meet the recruiter

Lindsay Russell

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Benefits

Pension
Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance