Business Development Manager
1 day ago
Birmingham
My client is a discretionary fund manager that runs evidence based, passive investment portfolios on behalf of financial advisers is looking to bring on board a business development manager Duties Include • Actively manage client relationships, taking responsibility for day-to-day project management and delivery of targets, reporting directly to the Head of Business Development., • Maintain and grow existing client relationships, ensuring strong retention of clients and funds under management., • Drive new business activity and sales for the firm by identifying market opportunities and contributing to the development of sales strategies., • Support colleagues and provide input where required to enable the successful fulfilment of shared business objectives., • Proactively contribute to business development by maintaining existing relationships and pitching for new client opportunities., • Ensure the delivery of high-quality service and solutions to clients and stakeholders, applying knowledge gained through practical experience and professional training., • Lead sales meetings, develop client relationships, and close new business opportunities., • Research and identify new business opportunities, including new markets, growth areas, industry trends, potential clients, partnerships, products, and services, as well as new ways to access existing markets., • Generate leads and conduct outreach to prospective clients through targeted cold calling and networking., • Engage with clients through face-to-face meetings, virtual meetings, and telephone discussions., • Demonstrate strategic thinking by identifying long-term opportunities and setting clear aims and objectives to support business growth., • Undertake strategic planning activities to support the continued development and improvement of the business., • Maintain a strong understanding of the firm’s products and services and be able to communicate their value effectively., • Work with the Head of Business Development to formulate strategic and operational objectives., • Established relationships with Financial Advisers across the UK or within specific regions., • Previous experience in a similar role within an Asset Manager, Discretionary Fund Manager (DFM), Managed Portfolio Service (MPS), investment platform, or experience working as an Independent Financial Adviser (IFA)., • Demonstrated track record of developing and maintaining relationships within the IFA market., • Strong academic background with excellent numerical, analytical, and strategic thinking skills., • High levels of personal drive and integrity, with the ability to deliver results within tight deadlines., • A personable team player capable of building trust and credibility with colleagues and clients., • Strong attention to detail and commitment to delivering high-quality work., • Motivation to develop and progress within an entrepreneurial environment., • Excellent communication, organisational, and technical skills., • Technical investment knowledge across multiple asset classes is advantageous., • Ability to work independently and demonstrate initiative., • Relevant professional qualifications (CII/PFS Level 4 qualification preferred).