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Platform Business Development Manager

3 months ago

London, UK, United Kingdom mbf Full time

We’re currently working with a highly renowned Investment Management organisation, which is seeking to add a Platform Business Development Manager to their established team based in London.


Our client is a UK-based investment management firm founded over twenty years ago. The firm provides a range of investment solutions, including multi-asset portfolios, individual funds, and thematic investment products. The business is known for its focus on innovation and technology, which it uses to provide clients with a personalized and modern investment experience.


Candidates must have previous experience working for an Investment Management business or Investment Platform within a Business Development capacity.


The Role

  • To find, research, profile, win, develop and retain opportunities for the whole range of the businesses products and services.
  • You will handle sales to an intermediary panel for the company products including; Investment Solutions, DFM, Retirement Solutions & Platform.


Purpose

  • To discover, research, profile, win, develop and retain opportunities with financial adviser firms in the Region. Distributing the entire range of company products and services.


Responsibilities


Sales

  • Lead new business development with an agreed panel of target accounts in conjunction with their Regional Head.
  • Manage retention and upsell to an agreed list of existing key accounts.
  • Frontline for all company products, undertaking regular product training to maintain knowledge at a level sufficient to talk in depth about investment solutions, DFM and platform.


Skills

  • Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness.
  • Questioning and listening skills which are focused and empathetic in order to understand fully and sense-check the prospective and existing clients’ true understanding, views and feelings.
  • Verbal and presentational skills in order to clearly and passionately communicate the appropriate company proposition and information to prospective and existing clients, in one-to-one, small and large group situations.


Package

  • Basic salary – up to £90,000
  • Bi-Annual Bonus
  • PHI
  • DIS
  • Income Protection
  • Pension - 6% ER or 8% ER / 2% EE
  • 25 days holiday
  • Hybrid working policy