Business Development Executive

Royal London; City Of London; On-site; GBP 50,000 - 80,000; Full time

Benefits offered by this job

28 days annual leave

Employer pension match (up to 14%)

Private medical insurance

Job summary

Royal London Asset Management (RLAM) is seeking a commercially focused sales professional to drive growth across a defined region, working with the regional Business Development Manager.

You'll develop key intermediary relationships, win new business, retain assets and expand opportunities, while using CRM and data to track activity and deliver compliant, client-centric solutions.

Qualifications

• Strong knowledge of OEIC and UCITS products.
• Strong understanding of IFA/wealth management business models, the industry and current trends.
• Experience of telephone sales within asset management or sales support moving to front office.

Responsibilities

• Drive new business growth by developing prospect and intermediary relationships, aiming at gross and net sales targets.
• Proactively engage with IFA and wealth management firms using a structured sales process.
• Own a defined client portfolio, building trusted relationships for asset retention and growth.
• Collaborate with regional Business Development Manager to generate high-quality leads and opportunities.
• Use CRM and data to track activity, identify opportunities and keep records of engagement.
• Develop knowledge of investment propositions across Fixed Income, Equities and Multi Asset, communicating solutions to clients.
• Plan and deliver targeted sales campaigns and regional client events with compliant client service.

Skills

IFA relationships

Telephone sales

Wealth management

Client relationship mgmt

OEIC/UCITS knowledge

Education

IMC qualification

Tools

CRM

Job description

In everything we do, our people make the difference.

We are looking for a commercially focused individual to help drive business growth across a defined geographical region, working closely with the Business Development Manager.

You’ll focus on developing key accounts from prospects into active business producers through a structured and proactive sales approach. Alongside generating new opportunities, you’ll build and maintain strong relationships with existing supporters, helping to retain and grow assets while identifying further opportunities for long-term business growth.

About the role

• Drive new business growth by developing prospect and existing intermediary relationships, working towards agreed gross and net sales targets.
• Proactively engage with IFA and wealth management firms, using a structured sales process to convert prospects into active, business-producing clients.
• Take ownership of a defined client portfolio, building trusted relationships that support asset retention, client development and long-term growth.
• Work collaboratively with the regional Business Development Manager, generating high-quality leads and identifying opportunities for further development.
• Use CRM, client data and management information to track activity, identify commercial opportunities and maintain accurate records of client engagement.
• Develop strong knowledge of the investment proposition across areas including Fixed Income, Equities and Multi Asset, confidently communicating investment solutions and responding to client questions and objections.
• Plan and deliver targeted sales campaigns and regional client events, while maintaining high standards of risk management, regulatory compliance and client service.

About you

• Strong knowledge of OEIC and UCITS products.
• Strong understanding of IFA/wealth management business models, the industry and current trends.
• IMC qualified (or pass your IMC to pass within 6months).
• Experience of telephone sales within asset management or someone from a sales support background who is very passionate about moving into a front office sales role.
• Being a self-starter, working with initiate and being responsible for driving and prioritizing your own workload.
• Someone who has a strong desire to build their own business franchise within the RLAM Wholesale.
• Strong presentation skills and being able to present to IFAs on the telephone and in a face-to-face environment when required.

About Royal London Asset Management

Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients’ capital, exercising their rights and influencing positive change.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance.

Inclusion, diversity and belonging

We’re an inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.

Only candidates who have the legal right to work in the UK or Ireland can undertake this role.
Unfortunately, Royal London is unable to provide visa or work permit sponsorship.