Job Description
Our client is looking for an ambitious, self-motivated, Business Development Manager to be part of our Investment Business Development team and you will play a proactive part in assisting to develop a culture of focused business development in the team.
What you’ll do:
Business Development
- Meet or surpass sales targets set at the beginning of the year, and fulfil other objectives as agreed with Line Manager from time to time
- Work with the Relationship Manager – Investment Management to ensure client relationships are established, maintained and retained with excellence
- Generate new business projects and initiatives, constantly thinking of new innovative ideas for increasing sales
- Reflect with integrity the values of CIG as part of its public facing profile
- Continuous improvement of statistical reporting of BD activity via CRM
- To attend regular meetings on all areas of sales to ensure we are working as a team.
- Engage closely with our Investment Management team to ensure that BD activity reflects our Conscious Capital investment approach
- To grow AUM in our sustainable investment products and services
- To have a leading role in the discretionary business development strategy
- To provide investment proposals to new and existing clients using our risk profiler
- To include active networking locally and internationally with travel to key target markets in order to build relationships with Trustees and Advisors and to enhance CIL’s international reputation
- Establish key advisor/institutional client partnerships and seek suitable books of business
- Work closely with the Business Development Managers for Platform and Banking to develop shared new business opportunities
- Hosting face to face and virtual meetings, seminars/webinars and events
- Provide demonstrations to clients, trustees or and advisors on CIL products and systems
Wider CIG liaison
- Support other members of the Group Business Development team including those based in other offices
- Support relevant BD focused social media activity, including writing relevant BD and investment related blogs
- Maintain good understanding of relevant risk management and compliance processes and procedures relevant to the activities of the BD team
- Liaise with Line Manager and Group Commercial Director to maintain and develop mutually supportive relationship
- Work closely with Relationship Manager – Investment Management to maintain and develop mutually supportive relationship
- Communicate proactively with the Customer Services and Onboarding teams to ensure new and existing BD relationships are well serviced through onboarding and ongoing processes
- Work closely with Investment Management team and the Investment Committee to maintain and develop mutually supportive relationship, ensuring constructive two-way feedback and improvements to help increase AUM
What you’ll need to succeed
- Proven track record and experience of successful business development within a discretionary investment business; an existing network of professional contacts in the financial advisory and/or fiduciary sectors.
- Strong client relationship and business development skills
- Strong knowledge of financial services industry and global markets
- Strong technical product knowledge
- Knowledge of trust and corporate structures
- Knowledge of ESG and sustainable investments
- Good presentation skills to both small and larger audiences of clients
- Professional qualifications desirable – IOM FSA – Investment Advice
Our client’s promise to you:
Not only do our client offer competitive salaries, they have lots of other benefits including private health care and life insurance, flexible hours, access to a pension scheme, volunteering opportunities for those who love to give back, training and development opportunities for those looking to drive their career even further and opportunities to take advantage of their own products.
