Business Develoment Account Manager - Financial Services

Posted 17 November by Nelson Scott LLP
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The primary responsibility of the role is to pro-actively develop and manage UK IFA relationships via telephone, specifically focusing on event follow up, lead generation, provision of literature and new business AUM. To promote and sell the investment proposition.

Key Responsibilities:

  • To develop and maintain a comprehensive understanding of this UK Wealth and Investment Manager proposition, including:

    • Investment philosophy & Process

    • Personalised Investment Management service

    • Active Portfolios

    • Managed Portfolio Service

    • Platform Model Portfolios

    • Sustainable Managed Portfolios

    • The broader proposition (Financial Planning, Business Acquisition etc)

    • Due diligence & onboarding process

  • To take ownership of establishing initial contact with both new and existing allocated accounts, building and developing new business relationships.

  • To take ownership of initial follow up from all events attended and keeping a comprehensive database of contact.

  • To be able to independently assess whether a business can be developed via a phone based support or passed across to a member of regional BD team.

  • On occasion, and when required to travel and attend presentations.

  • To represent and promote the benefits of there services and products.

  • To work collaboratively be an integral part of the IFA sales team,

  • Keep abreast of regulatory and legislative changes relevant to the IFA market.

  • Achieve pre agreed targets, both activity based and financial.

  • To provide regular feedback to management

Skills and Qualifications:

  • An enthusiastic professional looking to take their next step up in their career in business development within the wealth management industry.

  • A proven track record in communicating with a professional client base from a private wealth, asset management or financial advisory background.

  • Demonstrate immediate gravitas, impact and credibility. A confident and strong communicator (face to face, by phone and via video call)

  • A strong track record of networking, building and maintaining long term client relationships at all levels.

  • Demonstrate an understanding of the changing needs of intermediaries, in particular new challenges faced by financial advisers with respect to the Retail Distribution Review.

  • Highly numerate

  • Sound judgement, adaptability and the ability to influence to achieve success

  • Commercial flair and an enthusiastic and progressive approach to the finance sector

  • IMC or other industry equivalent education background preferred

  • It is desirable for the individual to attain FCA level 4 compliance in relation to the Retail Distribution Review, the candidate must be willing to either work towards completion or currently hold relevant qualifications for advising and dealing in securities, derivatives and packaged products.

  • Strong project management and organisational skills

  • Accuracy and attention to detail

  • Team player

Required skills

  • Financial Advisory
  • Investment Management
  • Securities
  • Telesales

Reference: 43187617

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