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    Business Development Manager - Reading, Berkshire, United Kingdom - mbf

    mbf
    mbf Reading, Berkshire, United Kingdom

    2 weeks ago

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    Description
    Join a leading investment management business at the forefront of innovation and growth.

    Our client is a renowned name in the industry who specialise in empowering investors to achieve their financial goals through cutting-edge platforms and tailored investment solutions.

    This position will lead new business development with an agreed panel of intermediary accounts, across investment solutions, DFM, retirement solution & platform sales.


    Position Overview:
    We are seeking a dynamic and experienced Business Development Manager to drive the expansion and success of our client.

    As a key member of the team, you will be responsible for fostering strategic partnerships, identifying new business opportunities, and optimising existing client relationships.


    Key Responsibilities:
    Drive new business development initiatives within assigned target accounts in collaboration with the Regional Head.
    Effectively manage retention efforts and identify upselling opportunities within a designated list of key accounts.

    Conduct regular, structured meetings with the Regional Head to evaluate progress within the target account panel, assess overall performance, and set strategic priorities.

    Serve as the primary point of contact for all product inquiries, participating in ongoing product training to maintain comprehensive knowledge of investment solutions, Discretionary Fund Management (DFM), and platform offerings.

    Manage prospects through the sales pipeline until they are ready to be transferred:

    Investment Solutions and DFM/Retail Investment Solutions (RIS) opportunities are handed over to the appropriate Relationship Manager (RM) as the lead.

    Adopt a joint BDM/BDA working model with a shared list of clients where the BDA operates as the daily contact and the BDM lead account manager.

    Agree an ongoing contact strategy with these clients.
    Undertake regular client reviews. Work with BDA on retention / increase penetration / cross-sell of existing accounts.

    To be considered you should have:

    Previous experience within a similar position (at least 4+ years)A thorough understanding of the Financial Services industryRelationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness.

    Demonstrate excellent verbal and presentation skills to articulate the value proposition and relevant information clearly and passionately to clients, whether in one-on-one interactions or larger group settings.

    Utilise effective questioning and listening techniques to thoroughly understand the perspectives, views, and emotions of prospective and existing clients.

    Written skills in order to clearly, concisely and convincingly present propositions and relevant information to clients in order to support discussions and agreements made with them.


    Why apply:

    Opportunity to play a pivotal role in shaping the future of investment platforms and driving meaningful impact for clients.

    Competitive compensation package, including base salary, performance-based incentives, and comprehensive benefits.
    Access to cutting-edge technology, resources, and support to fuel your success and professional development.
    PackageBasic salary – up to £90,000Bi-Annual BonusPHIDISIncome ProtectionPension - 6% ER or 8% ER / 2% EE25 days holidayHybrid working policy
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