Business Development (Asset Management - Wholesale)

Company:  Jigsaw Financial
Location: London
Closing Date: 29/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Job Description

Summary

Regional Business Development Manager, focusing on the South East region. Covering Wholesale channels – Wealth Managers, DFM’s and Advisory intermediaries.


Duties:

  • Generate fund sales and develop client relationships
  • Develop new and existing client relationships to drive sales
  • Contribute to the teams revenue targets
  • Provide an understanding of the clients’ strategies, issues and plans
  • Develop existing clients and identify further growth opportunities within them
  • Provide oversight to regional sales and support teams
  • Provide sales reports, KPI’s and metrics to senior management
  • Maintain relationships with various stakeholders, including Fund Managers



Requirements:

  • Solid Wholesale sales/BD experience, working for an Asset Manager
  • Experience selling to Wealth Managers & DFM's
  • Good asset class and fund knowledge
  • Strong communication and commercial awareness skills
  • Hold an investment qualification, ideally IMC or above
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