Business Development Executive - Private Client Investment

Oval Recruit Limited
City Of London
£35,000 - £40,000 + Excellent Package & Bonus
02 Dec 2016
Job Sector
Finance & Banking
Contract Type
Full Time
Business Development Executive - Private Client Investment

Leading UK Private Client Investment Management Firm, Based City of London

£35,000 - £40,000 + Generous Bonus & Excellent Benefits Package

This is an excellent opportunity for an individual with either a strong Client Servicing, Business Development or Relationship Management background gained within the UK Private Client Investment, Platform or related industry to join a leading UK Private Client Investment firm in their London offices. In a Business Development orientated role, you will play a key role in the ongoing development of business for the organisation. This will include:

- Development of new Business with direct Private Clients, focussing on Discretionary Investment Management and 'Self Invest' service
- Act as first port of call for prospective clients on both an inbound and outbound basis - this can be from a range of sources - Client and Sponsorship Events, Referrals and initial enquiries, but not on a 'cold calling' basis
- Work closely on the development of Marketing material, including fund fact sheets, presentations, literature and websites
- Keep CRM data up to date within the organisation
- Above all, you will play a key introducer role within the organisation, establishing initial contacts and managing Private Clients through all the Company's services

To be successful in this role, you should have had experience of the following:

- Experience of working in either a Client Servicing, Sales, Relationship or Business Development capacity where you have been working with the UK Private Client Investment market
- This can have been gained working for an Investment, Wealth Management or Financial Services operation
- A desire to develop your career within a Business Development or Sales Capacity
- Excellent communication and presentational ability
- Understanding of the UK Investment/Fund Management industry

In return, our client offers:

- Excellent Basic Salary and Competitive Bonus
- Collaborative and Meritocratic organisation with genuine opportunity to develop your career in an interesting and expanding environment

For more information, please contact Edward Groves