Business Development Manager Investment Trusts - London, United Kingdom - eFinancialCareers

Tom O´Connor

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Tom O´Connor

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Description
**Key responsibilities and accountabilities:
  • Working primarily with shareholders of the three Investment Trusts and potential new ones
  • Maintain regular contact with their designated client base primarily through facetoface meetings and webinars
  • Maintain awareness on wealth managers and platforms doing advisory business who use investment trusts
  • Record and maintain all significant shareholder contact and manage pipeline updates on Salesforce
  • Focus on potential development for external acquisitions of trusts
  • Will work closely with the sales team to maximise potential numbers of meetings and optimise opportunities
  • Attend and contributing strategically to weekly sales and marketing meetings with the Wholesale and the Investment Trust team
  • Contribute towards Board updates, providing detailed written updates for board packs and presenting in person updates to them on an adhoc basis;
  • Liaise regularly with brokers to update them on the trusts, organise broker events three to four times per year;
**Personal Attributes

  • Excellent allround communication skills (both verbal and written) and presentation skills in particular targeting the relevant business area with a clear message
  • Self-Motivated & Results focused
  • Strong Leadership skills, including the ability to manage senior stakeholder relationships
  • Strong analytical and problemsolving skills with the ability to exercise sound and balanced judgement
  • Able to build positive and respectful relationships at all levels across the organization
  • Commercially focused, operationally strong, and strategically responsive;
  • Demonstrates professional acumen, integrity, discretion, credibility, resilience & trustworthiness
  • Collaborative and works well within a team, but equally able to work on own initiative
  • Strong interpersonal, client relationship, influencing and communication skills

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