Strategic Development Manager – Private Clients

Overview

In this role you drive new business and revenue growth for the Private Client proposition, working with the GB Retail team to identify, develop and convert opportunities. You will leverage networks, client relationships and market insight to build a strong lead pipeline and collaborate with the Private Client team on cross-sell. The position combines strategic relationship management with proactive business development in a regulated, confidential environment. This is your chance to shape Private Client growth within a large, multi-unit organization.

Pay / Benefits

• 25 days annual leave
• private healthcare
• pension with company match up to 10%
• hybrid working
• employee assistance programme
• volunteer day

Responsibilities

• Drive new business sales, lead generation and revenue growth for Private Client
• Identify opportunities through personal networks, clients, corporate relationships and introducers
• Build and maintain internal and external relationships to generate referrals and new business
• Own and manage the lead pipeline from identification to handover to sales team
• Collaborate with Private Client team to progress opportunities and maximise cross-sell and up-sell
• Develop understanding of the Private Client proposition and market trends
• Deliver sales targets with high standards of client service, confidentiality and regulatory compliance

Key requirements

• Proven experience in sales, business development or strategic relationship management, ideally within Private Client insurance
• Strong track record of generating new business leads and delivering commercial results
• Excellent networking, communication, negotiation and influencing skills
• Proactive and entrepreneurial approach to identifying and converting opportunities
• Ability to leverage personal networks, internal data and wider relationships to generate leads
• Strong commercial awareness, organisation and pipeline management
• Ability to build trusted relationships with high-net-worth individuals, corporate clients and introducers
• Collaborative approach to work across a large organisation
• Private Client insurance experience desirable but not essential
• Understanding of FCA operating principles and Treating Customers Fairly
• High levels of discretion, accuracy and confidentiality

• Networking
• Negotiation
• Influencing
• Communication
• Collaboration
• Proactivity

…