A niche Wealth Management business seeks an outgoing person with strong sales and communication skills for a new Business Development Management role and to take responsibility for Client/Investor Relations.
The business works with high net worth individuals and family offices providing them with consolidated investment reporting services on their investment asset portfolios. The business has an exclusive Partnership with a major US technology company which provides the online platform which consolidates all of a client’s investments in one secure online portal.
The US technology company has over $3 trillion under administration and is expanding into UK and Europe. The business also provides investment opportunities in the UK Property Lending and Development space.
The role will include:
Investment Reporting
-Develop an ongoing pipeline of new business opportunities for the Investment Reporting Service
-Develop relationships with existing and new financial related firms to introduce new sales opportunities
-Ongoing liaison with the US technology company to further develop the partnership and new client introductions
-Reviewing opportunities for networking, events and sponsorship
-Maintaining relationships with current and new clients
-Liaison with external Marketing/PR providers
-Managing regular client communication updates
-Representing the business at events and exhibitions
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.