Business Development Executive

Overview

In this role you drive commercial growth for RLAM in a defined region, developing prospects into active clients and nurturing existing relationships to grow assets. You will engage IFA and wealth managers, manage a defined portfolio, and work with the regional BDM to generate high-quality leads and opportunities. You will use CRM and data to track activity, articulate investment solutions across Fixed Income, Equities and Multi Asset, and deliver targeted campaigns and client events within a compliant, risk-aware framework.

Pay / Benefits

• 28 days annual leave plus bank holidays
• up to 14% employer pension matching
• private medical insurance
• inclusive workplace
• flexible hybrid working
• Royal London benefits package

Responsibilities

• Drive new business growth and hit gross/net sales targets within a defined region
• Engage with IFA and wealth management firms using a structured sales process to convert prospects
• Own and develop a defined client portfolio to support asset retention and long-term growth
• Collaborate with the regional Business Development Manager to generate leads and uncover opportunities
• Utilise CRM and client data to track activity and maintain accurate engagement records
• Build knowledge of investment propositions across Fixed Income, Equities and Multi Asset and communicate them to clients
• Plan and deliver targeted sales campaigns and regional client events with strong risk and regulatory compliance
• Maintain high standards of client service and regulatory adherence

Key requirements

• Strong knowledge of OEIC and UCITS
• Strong understanding of IFA/wealth management models and industry trends
• IMC qualified (or plan to obtain within 6 months)
• Experience in telephone sales in asset management or from sales support moving to front-office sales
• Self-starter with ability to drive own workload and initiatives
• Desire to build a business franchise within RLAM Wholesale
• Strong presentation skills for IFAs in telephone and face-to-face settings

• self-motivation
• proactive mindset
• strong communication
• CRM systems
• knowledge of OEIC/UCITS products
• ability to discuss investment solutions across Fixed Income, Equities and Multi Asset

…