Business Development Associate
4 weeks ago
Key Responsibilities:
As a Business Development Associate at Close Brothers Group, you will be responsible for building and maintaining relationships with existing customers through telephone, email, and occasional face-to-face meetings.
Key Accountabilities:
- Develop a strong understanding of the products offered by Braemar Finance
- Assist the Business Development team with the administration on transactions as required, including Salesforce and Originate data entry, working on proposals, generating paperwork, liaising with the customer and supplier, managing novations and transfers
- Make accurate, rapid quotations and provide customers with relevant information to assist with closing deals
- Proactively work with introducers, acting as the initial contact on new proposals for new and existing customers
- Manage annual reviews, asset valuations and other in-life tasks
- Ensure that all FCA regulations are adhered with particular attention paid to Treating Customers Fairly and Consumer Duty regulations
Requirements:
- Excellent communications skills both verbal and written, with the ability to build relationships with both customers and colleagues at all levels
- Experience providing excellent customer support and / or processing important documentation
- Highly organised individual, with effective planning skills
- Strong team player, but also able to work independently at times
- Driven and self-motivated
- Proactive by nature, with strong initiative and the ability to effectively solve problems
About Us:
Close Brothers Group is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers Group, we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
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