Business Development Manager

1 month ago


Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Summary

Evelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced professional to join our team as a Client Executive. As a key member of our team, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.

Key Responsibilities
  • Investigate client queries and collaborate with internal and external departments/providers to resolve issues
  • Follow up on outstanding queries and provide timely updates to clients
  • Meet and exceed individual and team targets, working collaboratively as part of a strong team
  • Identify and generate quality business leads by spotting opportunities when dealing with clients and referring them to other areas of the business when appropriate
Regulatory Responsibilities
  • Adhere strictly to internal compliance procedures and T&C requirements
  • Report any suspicious transactions to the MLRO
  • Participate in training and competence as required by the business
Qualifications and Experience

Key Skills and Experience

  • Excellent written, verbal, and interpersonal skills
  • Previous sales experience is not essential but advantageous
  • Proven ability to be both credible professionally and able to build long-term relationships with colleagues and clients
  • Demonstrable business acumen together with experience in developing and implementing business plans

Professional Qualifications and Education

  • A level education is essential; university level education is desirable
  • Excellent communication and interpersonal skills are essential
  • Must have a proven strong ethic of client/customer service
  • Good organizational skills
  • Demonstrate interest in the financial services industry
  • Ability to work at pace and deliver against established personal and team targets
  • Proactive and flexible approach to work, and ability to work under pressure
  • Ability to work well within a team with a positive attitude and a willingness to learn
  • Ability to use initiative, judgement, and reasoning in order to propose solutions to problems
Additional Information

As a colleague here at Evelyn Partners Fund Solutions Limited, you will have access to benefits that include:

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners Fund Solutions Limited, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation.



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