Business Development Manager – Investments

  • Post Date: December 22, 2022
  • Isle of Man
Job Description

Role Description:
Our client is seeking 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.

Role Responsibilities:
– 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 the company 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 the companies 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 products and systems
– 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

Skills & Experience Required:
– 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