Business Development Manager
1 month ago
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
- 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
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
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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