Business Development Manager

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 a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.

Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £30 billion in funds under management and circa 700 staff.

Job Description

• Promote and communicate LGT Wealth Management UK LLP’s business development strategy to intermediaries through proactive telephone contact, structured follow-up and ongoing relationship management, presenting the firm’s proposition clearly, maintaining regular contact with priority intermediary firms and aligning discussions with the wider Business Development team’s objectives.
• Proactively support the generation of Assets under Management (AUM) from the intermediary sector, in line with targets agreed with the Head of Business Development.
• Assist the Business Development Director in generating new business opportunities and developing new intermediary contacts through outbound calling and relationship-building activity, in line with the team’s strategy and plans.
• Support the Business Development Director in promoting LGT Wealth Management UK LLP to IFAs and other intermediaries who influence the buying decision.
• Introduce Investment Managers to relevant intermediary contacts and refer opportunities internally or externally where appropriate to strengthen relationships and support business growth. This includes coordinating follow-up activity, ensuring introductions are timely and appropriate.
• Research market developments, competitor activity and intermediary feedback to identify potential areas of growth and support the development of new business initiatives.

Requirements

Key Skills and Technical Requirements:

• Thorough understanding of Internal & External Systems.
• Proficient levels of Microsoft Office skills especially Excel, Word & PowerPoint
• To keep abreast of developments in the financial industry along with any regulatory changes.
• To comply with LGT Wealth Management UK’s policies and procedures.
• Work towards an approved level 4 qualification to gain diploma status

Other Skills and Attributes:

• To understand Clients’ objectives and strategic intent.
• Maintain close control during the pitch process and on occasion run Client accounts directly
• Contribute constructively to discussions and meetings as appropriate.
• Ensure that all account relationships, activities or management of Client relationships do not expose LGT Wealth Management UK LLP to unacceptable levels of legal, regulatory, operational or reputational risk.
• Act at all times in a professional manner.
• Keep accurate records of all meetings attended and follow up on leads as and when appropriate
• Entrepreneurial, self-motivated and target driven.
• Actively participate in and promote the sharing of knowledge.
• Excellent networking, presentation and communication skills.
• Ensure all tasks are conducted in an accurate, efficient and timely manner in accordance with LGT Wealth Management UK’s procedures.
• Actively assist others when required to ensure that the team meets its objectives.

Contact Information

For any further information please do not hesitate to contact us.

LGT Wealth Management UK LLP

Human Resources

Nicola Swatton