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Business Development Manager - South West - Tax Efficient Investments

Venture Search

London

On-site

GBP 60,000 - 120,000

Full time

4 days ago
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Job summary

A well-regarded fund manager is seeking a Business Development Manager focused on HNW and IFA sales within Private Equity. The role involves managing client relationships, targeting financial advisors, and collaborating with internal teams to position investment products effectively. This mid-senior level position is ideal for candidates with relevant experience in business development and investment solutions.

Qualifications

  • 3+ years in business development or internal sales.
  • Experience with IFAs, intermediaries, or retail clients.
  • Good understanding of investment solutions.

Responsibilities

  • Manage and expand existing client relationships.
  • Identify and target financial advisors and wealth managers.
  • Organize and host relevant client events.

Skills

Business Development
Client Relationships
Investment Knowledge

Education

Bachelor's Degree

Job description

Business Development Manager - HNW/IFA Sales - Private Equity
Business Development Manager - HNW/IFA Sales - Private Equity

Direct message the job poster from Venture Search

Executive Director - Connecting front office talent with Investment Management & Advisory firms

We are currently working with a well-regarded fund manager, who has a focus on the tax efficient investments space. Since its inception the firm has experienced impressive growth, consistently outperforming the market and on the back of this success is now looking to add a business development professional to further develop their South West division.

The individual will be responsible for managing and expanding existing relationships, as well as expanding their investor footprint further.

Responsibilities:

  • Identify and target relevant financial advisors and wealth managers within the region
  • Work closely with the internal client and investment team to ensure the product is being positioned effectively
  • Organise and host relevant client events
  • Work closely with the investment team to further develop the product based on market and client intel.

Requirements:

  • 3+ years in a business development or internal sales position
  • Experience in working with IFAs, intermediaries or retail clients
  • Have sold investment solutions and have a decent understanding of investment products
Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Industries
    Venture Capital and Private Equity Principals, Investment Management, and Financial Services

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