Snabbfakta
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- Central London
Ansök senast: 2024-12-02
Business Development - Researcher
Business Development - Researcher, Wealth Management, City (Hybrid)
Up to £55,000 + benefits
927411
Do you have experience in business development and research within financial services?
Are you analytical, forward thinking and comfortable working in a fast paced sales environment?
Do you have high emotional intelligence and a genuine ability to build relationships?
Are you proactive and able to keep on top of multiple tasks and build a pipeline of activity?
And, do you have an interest and knowledge of wealth management and financial services?
Our client is looking for a confident individual with a consultative approach and a genuine desire to be part of a highly-respected wealth management firm in the City (Hybrid).
What you’ll be doing day to day:
- Carrying out analysis and research activities to identify decision makers with future clients and organisations
- Using multiple sources from publicly available news, social media, companies house etc
- Creating and managing a prospect pipeline to ensure a sufficient level of sales opportunities
- Analysing leads to nurture and develop the information
- Creating opportunities from current leads, using events as a platform and corporate partnerships
- Helping Investment Managers understand where opportunities might exist within their networks
- Providing and updating a feedback loop to help understand why if business is not won
- Developing strong working relationships internally and externally
You’ll need to be:
- Client-focused with strong relationship management skills
- An excellent communicator, articulate and professional
- Organised, a strong forward planner with excellent attention to detail
- Skilled with data management and analysis and confident using CRM, particularly Microsoft Dynamics
- Strategic, proactive and ambitious
- Positive and collaborative
