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: