Business Development Manager
Core
Promote Quilter Cheviot's discretionary investment proposition and sustainable funds to financial advisers in the Leeds region to attract new investment clients.
Role type
Business Development Manager (Financial Services)
Builds
New investment management business for private clients via financial advisers
Domain
Wealth Management / Financial Advice
Required skills
Financial advice sector expertise, Level 4 industry qualification (CISI/CFA), entrepreneurial spirit, self-organization, relationship management
Preferred skills
Knowledge of local financial markets, clean driving license
Technologies
Corporate CRM system
Responsibilities
Promote discretionary investment services to financial advisers, establish and meet annual new business targets, coordinate selection of target introducers and assign investment managers, develop business plans to classify advisers, cultivate relationships with advisers and investment managers, maintain CRM records, attend business development meetings
Seniority
Mid-level, independent contributor