Business Development Manager/Associate South West

Business Development Manager / Executive – South West

Location: South West England

Working pattern: Hybrid, with travel across the region

I am recruiting for a Business Development Manager or Executive on behalf of my client, an investment manager looking to grow its relationships with financial advisers and wealth managers across the South West. The role could suit an established BDM or a Business Development Executive ready to take on more ownership of a region.

You’ll inherit an existing portfolio of adviser relationships and build new ones across the region. You’ll spend time meeting advisers face to face, explaining my client’s investment proposition and representing the business at industry events.

What you’ll do

• Manage and grow existing relationships with financial advisers and wealth managers, while developing new business across the South West.
• Run face-to-face and virtual adviser meetings and present at industry events and specialist seminars.
• Develop and deliver a regional business plan, working with colleagues to meet sales targets and weekly activity goals.
• Work with sales, marketing, product and investment teams to respond to adviser needs and share feedback from the market.
• Support and mentor junior colleagues.

What you’ll bring

• A track record of developing and managing relationships with financial advisers. I’m also keen to hear from candidates who have built and managed a client base in private banking, wealth management or investment management.
• Experience growing client relationships and delivering against sales targets.
• Strong presentation and interpersonal skills, with confidence in face-to-face meetings and at industry events.
• The ability to manage a busy diary, balance competing priorities and travel regularly across the region.
• Ideally, you’ll already be based in the South West.

If you’re interested, please apply with your CV or get in touch for a confidential conversation.