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Our investment management client works in partnership with financial advisers and wealth managers delivering tax efficient products for HNW clients. As a growing business, the sales team is pivotal to winning and retaining business therefore the team is known for providing excellent service providing product expertise and acting as brand ambassadors. As a key member, you will be promoting EIS propositions to intermediary clients based across the UK increasing brand awareness to develop both new clients and asset under management.
As an Business Development Associate you will be able to demonstrate that you're highly motivated, articulate and enjoy developing strong B2B relationships.
The objective of the role is to work closely with the Sales Director to deliver increased business levels across all aspects of the investment proposition primarily through telephone and video with financial advisers and wealth managers.
Primary Job Functions
- Engaging with financial advisers to build, maintain and develop relationships
- Outbound telephone calls to maintain relationships or schedule meetings
- Building and developing new relationships with prospective advisory / investment firms
- Becoming a key point of contact for all financial advisers across the region
- Providing an exceptional level of client service
- Implementing new sales and marketing campaigns for the region
- Helping educate financial advisers to enable them to solve their clients’ needs
- Enhance and develop existing relationships to increase business levels
- Proactively follow-up client meetings
- Provide all required support to financial advisers
- Maintain up-to-date records on the CRM system
- Constantly seeking new opportunities to develop the business
- Work collaboratively with fellow BDMs.
- Share best practice and contribute feedback to help with continuous improvement
- Attend and support adviser and industry conferences and other events, as required
- Ensure a good flow of information between colleagues and teams
- Constantly improve product and industry knowledge
Specific Requirements
- Exceptional sales skills
- Strong and flexible work ethic
- High quality interpersonal skills
- Strong relevant IT knowledge (particularly Microsoft Office, Teams and Zoom)
- High quality well-written communications
- Attention to detail
- Highly organised and able to work alone efficiently and effectively
