Business Development Executive - East of Scotland

Our investment management client works in partnership with financial advisers and wealth managers delivering investment solutions and tax-efficient products for their clients.

As an Business Development Associate you will be able to demonstrate that you're highly motivated, articulate and enjoy developing strong B2B relationships.

• Engaging financial advisers to build, maintain and develop relationships
• Outbound telephone calls to maintain relationships or schedule meetings
• Building and developing new relationships with prospective advisory / investment firms
• Becoming a key point of contact for all financial advisers across the region
• Providing an exceptional level of client service
• Implementing new sales and marketing campaigns for the region
• Helping educate financial advisers to enable them to solve their clients’ needs
• Enhance and develop existing relationships to increase business levels
• Proactively follow-up client meetings
• Provide all required support to financial advisers
• Maintain up-to-date records on the CRM system
• Constantly seeking new opportunities to develop the business
• Work collaboratively with fellow BDMs.
• Share best practice and contribute feedback to help with continuous improvement
• Attend and support adviser and industry conferences and other events, as required
• Ensure a good flow of information between colleagues and teams
• Constantly improve product and industry knowledge

• Exceptional sales skills
• Strong and flexible work ethic
• High quality interpersonal skills
• Strong relevant IT knowledge (particularly Microsoft Office, Teams and Zoom)
• High quality well-written communications
• Attention to detail
• Highly organised and able to work alone efficiently and effectively