Job description

  • Location:
    Belfast, Birmingham
  • Employee Type:
  • Department:
    Intermediary Services
  • Division:
  • Employment Type:
    Full time
  • Salary:

Business Development Director (3249)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.


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

Research shows that some candidates – particularly female candidates – can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Equally, talk to us about flexible working options.

Close map
Colmore Plaza, Colmore Circus, Birmingham, UK, B4 6AT

Meet the recruiter

Lindsay Russell

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