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Business Development Manager, Investment Management

Our client is seeking a dynamic Business Development Manager to join the front office team of their Investment Management business, based in either Jersey or the Isle of Man. This key role is responsible for bringing in new business and contributing to the growth of assets under management through the client’s investment products and services. If you are a confident self-starter with a strong track record in business development, we encourage you to apply. Click here to read more.


Job Duties:

  • Play a key role in the discretionary business development strategy.
  • Provide investment proposals to new and existing clients using the client’s risk profiler.
  • Actively network both locally and internationally, with travel to key target markets to build relationships with trustees and advisers.
  • Establish key advisor and institutional client partnerships and seek suitable books of business.
  • Host face-to-face and virtual meetings, seminars, webinars, and events.
  • Demonstrate products and systems to clients, trustees, and advisors.
  • Meet or exceed annual sales targets and fulfil objectives set by the Line Manager.
  • Collaborate with Business Development Managers for Platform and Banking to develop shared new business opportunities.
  • Work closely with the Relationship Manager – Investment Management to ensure excellence in client relationships.
  • Generate innovative new business projects and initiatives to drive sales growth.
  • Reflect with integrity the values of the client as part of its public-facing profile.
  • Continuously improve statistical reporting of business development activity via CRM.
  • Attend regular sales meetings to promote team collaboration.
  • Engage closely with the Investment Management team to ensure that business development activities align with the overall investment strategy.

 

Job Requirements:

  • A finance or investment qualification.
  • Strong presentation skills for both small and large audiences.
  • Comprehensive knowledge of the financial services industry, global markets, and technical product knowledge, including funds and investments.
  • Understanding of ESG and sustainable investments.
  • Confident, ambitious, and relationship-focused with a proven track record in business development.
  • An existing network of professional contacts within the financial advisory and fiduciary sectors in either Jersey and/or the Isle of Man.

 

What You’ll Love:

You will be part of a growing, innovative investment management firm that places emphasis on integrity and excellence. Our client fosters a dynamic work environment where collaboration, professional development, and creativity are encouraged. If you’re looking to make a significant impact and grow within a leading investment business, this is the perfect role for you.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here