Intermediary Wealth Solutions BD Manager

Brooks Macdonald; Manchester; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading wealth management firm in Manchester seeks a Business Development Manager responsible for developing and promoting investment solutions to intermediaries across the UK. Ideal candidates will have a strong background in business development, proven sales success, and extensive knowledge of investment funds and financial markets. This full-time role requires excellent communication skills and a track record of exceeding targets within a collaborative environment.

Qualifications

• Experience working with UK intermediary firms focused on business development.
• Sales and account management experience is essential.
• Knowledge of investment funds and financial markets is crucial.

Responsibilities

• Develop and promote investment solutions to UK intermediaries.
• Contribute to new business sales and retention.
• Identify and develop new business opportunities.
• Maintain knowledge of investment perspectives to aid sales.
• Promote products through various communication methods.
• Contribute to marketing campaigns and seminars.
• Ensure timely CRM updates and professional communication.

Skills

Business development focus with UK intermediary firms

Sales and account management experience

Knowledge of adviser firms

Understanding of regulatory requirements

Knowledge of investment funds

Understanding of financial markets

Track record of exceeding targets

Client engagement skills

Tools

Salesforce

Job description

A leading wealth management firm in Manchester seeks a Business Development Manager responsible for developing and promoting investment solutions to intermediaries across the UK. Ideal candidates will have a strong background in business development, proven sales success, and extensive knowledge of investment funds and financial markets. This full-time role requires excellent communication skills and a track record of exceeding targets within a collaborative environment.