New Business Manager
Core
Drive growth and market penetration for a custody and non-custody investment platform by building trusted relationships with HNW financial advisers and private wealth firms.
Role type
Senior Business Development Manager (Financial Services)
Builds
Custody and non-custody investment solutions for private wealth and financial adviser clients
Domain
Financial Services / Wealth Management / Investment Platforms
Deliverable
client delivery
Required skills
Business development, relationship management, prospecting, sales presentations, negotiation, commercial awareness, understanding of investment platforms, knowledge of equities/ETFs/alternatives
Preferred skills
Experience with HNW advisers, strategic partner management, knowledge of alternative investments
Responsibilities
Identify and convert new business opportunities, build relationships with financial advisers and strategic partners, deliver tailored sales conversations, conduct targeted prospecting and networking, collaborate with internal teams, share market feedback, maintain pipeline and CRM reporting