Job Description

Our investment management client works in partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for their clients. As a rapidly growing business, the sales team is pivotal to winning and retaining business therefore the team is known for providing excellent service providing product expertise and acting as brand ambassadors. As a key member, you will be promoting both tax-advantaged and funds to intermediaries based across Scotland

As an External Business Development Manager you will be able to demonstrate that you're highly motivated, articulate and enjoy developing strong B2B relationships.

The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and or virtually) with financial advisers and wealth managers across Scotland.

Primary Job Functions

• Meeting advisers to build, maintain and develop relationships (meetings may be virtual or face to face)
• Representing the client brand across the tax and fund proposition
• Presenting at adviser events
• Delivering CPD content one to one or in groups
• Outbound telephone calls to maintain relationships or schedule meetings
• Building and developing new relationships with prospective advisory / investment firms
• Becoming a key point of contact for all financial advisers across the region
• Providing an exceptional level of client service
• Working collaboratively with the office-based BDM for the region
• Establishing a joint business plan for the region with the relevant office-based BDM
• Implementing new sales and marketing campaigns for the region
• Hosting regional adviser events
• Helping educate financial advisers to enable them to solve their clients’ needs
• Enhance and develop existing relationships to increase business levels
• Proactively follow-up client meetings
• Provide all required support to financial advisers
• Maintain up-to-date records on our Salesforce CRM system
• Use our Salesforce CRM system (data, dashboards and capability) to segment your client base to ensure time is spent targeting and developing the right clients and prospects. Secondary Job Functions
• Constantly seeking new opportunities to develop the business
• Work collaboratively with fellow Regional BDMs.
• Share best practice and contribute feedback to help with continuous improvement
• Attend and support adviser and industry conferences and other events, as required
• Ensure a good flow of information between colleagues and teams
• Constantly improve product and industry knowledge

Specific Requirements

• Exceptional sales skills
• Strong and flexible work ethic
• High quality interpersonal skills
• Strong relevant IT knowledge (particularly Microsoft Office, Teams and Zoom)
• High quality well-written communications
• Attention to detail
• Highly organised and able to work alone efficiently and effectively