Business Development Manager , Intermediaries , IFA , Wealth Managemen

The Company:

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Our client is a boutique wealth management company, highly recognised with a fantastic reputation.
The Role:
The Business DevelopmentManager will proactively market and promote the Wealth Management Firm to IFAs/Financial Advisors, Accountants and Lawyers, working in partnership with IFAs to tailor advice/resources for their client base.
The Business DevelopmentManagerwilldeliver predominantly telephone-based support to the lead Business Development Directors in the promotion ofthe Wealth Management servicesto the intermediary market, with the objective of increasing the firms Assets under Management.
Proactively develop and maintain intermediary relationships through regular telephone contact, handling enquiries and supporting business development activity in line with the firms strategic objectives.
The Business DevelopmentManager will carry out a structured follow-up and ongoing relationship management, presenting the Wealth Management proposition clearly, maintaining regular contact with priority intermediary firms and aligning discussions with the wider Business Development teams objectives.
The Business DevelopmentManager willassist the Business Development Director in generating new business opportunities and developing new intermediary contacts through outbound calling and relationship-building activity, in line with strategy and plans.
The Business DevelopmentManager willintroduce Investment Managers to relevant IFA and intermediary contacts and refer opportunities internally or externally where appropriate to strengthen relationships and support business growth. This includes coordinating follow-up activity, ensuring introductions are timely and appropriate.
The Business DevelopmentManager willresearch market developments, competitor activity and intermediary feedback to identify potential areas of growth and support the development of new business initiatives.
The Candidate
An understanding of the IFA / intermediary community (lawyers and accountants)
Experience in business development within wealth management / investment management setting
Able to keep abreast of developments in the financial industry along with any regulatory changes.
Keen to work towards an approved level 4 qualification to gain diploma status
To understand Clients objectives and strategic intent. xwzovoh
Maintain close control during the pitch process and on occasion run Client accounts directly
Contribute constructively to discussions and meetings as appropriate.