Business Development Lead - Intermediaries & Growth

LGT Crestone Wealth Management Limited; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking a proactive Business Development professional in London to drive intermediary engagement and asset growth. The role emphasizes proactive outreach, relationship-building, and strategic collaboration with the Business Development team.

You will support new business opportunities, coordinate introductions with Investment Managers, and stay informed about regulatory developments to mitigate risk and identify growth areas.

Qualifications

• Deep understanding of internal & external systems.
• Proficient in Microsoft Office tools (Excel, Word, PowerPoint).
• Keep abreast of developments in the financial industry and regulatory changes.
• Comply with LGT Wealth Management UK policies and procedures.
• Work towards an approved level 4 qualification to gain diploma status.

Responsibilities

• Promote and communicate the business development strategy to intermediaries with proactive calls and relationship management.
• Support the generation of Assets under Management (AUM) from the intermediary sector, aligned with targets.
• Assist the Business Development Director in generating new business opportunities and intermediary contacts.
• Promote LGT Wealth Management UK LLP to IFAs and other intermediaries who influence buying decisions.
• Introduce Investment Managers to intermediary contacts and coordinate timely follow-ups.
• Research market developments, competitor activity and intermediary feedback to identify growth opportunities.

Skills

Networking

Presentation

Communication

Entrepreneurial

Self-motivated

Target driven

Education

Level 4 qualification to diploma status

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

LGT Wealth Management UK LLP is seeking a proactive Business Development professional in London to drive intermediary engagement and asset growth. The role emphasizes proactive outreach, relationship-building, and strategic collaboration with the Business Development team.

You will support new business opportunities, coordinate introductions with Investment Managers, and stay informed about regulatory developments to mitigate risk and identify growth areas.