Do you have experience in business development and research within financial services?

Are you analytical, forward thinking and comfortable working in a fast paced sales environment?

Do you have high emotional intelligence and a genuine ability to build relationships?

Are you proactive and able to keep on top of multiple tasks and build a pipeline of activity?

And, do you have an interest and knowledge of wealth management and financial services?

Our client is looking for a confident individual with a consultative approach and a genuine desire to be part of a highly-respected wealth management firm in the City (Hybrid).

What you’ll be doing day to day:

• Carrying out analysis and research activities to identify decision makers with future clients and organisations
• Using multiple sources from publicly available news, social media, companies house etc
• Creating and managing a prospect pipeline to ensure a sufficient level of sales opportunities
• Analysing leads to nurture and develop the information
• Creating opportunities from current leads, using events as a platform and corporate partnerships
• Helping Investment Managers understand where opportunities might exist within their networks
• Providing and updating a feedback loop to help understand why if business is not won
• Developing strong working relationships internally and externally

You’ll need to be:

• Client-focused with strong relationship management skills
• An excellent communicator, articulate and professional
• Organised, a strong forward planner with excellent attention to detail
• Skilled with data management and analysis and confident using CRM, particularly Microsoft Dynamics
• Strategic, proactive and ambitious
• Positive and collaborative

Posted date: 2 Oct 2024