Associate Business Development Manager

Business Development Team - London, London, City of (Hybrid)

Department

Business Development Team

Employment Type

Permanent Full Time

Purpose of the role

Our team is now looking for an experienced individual who will be an integral part of the Business Development Team, working with the wider group to successfully take investment opportunities to the market through a number of business development and administrative activities.

Key accountabilities

• Be an integral part of the BD team, working with BD Managers and Directors to build and maintain strong relationships with financial advisers and other intermediaries
• Position yourself and Ingenious as a trusted business partner
• Conduct research on prospective clients and be cognisant of potential new business opportunities within the market
• Develop a comprehensive understanding of the Ingenious group and specifically our Investment products along with knowledge of the wider market place in which Ingenious operates. This will include wealth management, financial advice and alternative investments as well as Inheritance Tax planning and Later Life planning

• Responsible for proactively contacting new and existing clients and setting up meetings on behalf of the BD Managers and Directors
• Assist in the preparation of presentations, financial illustrations and other material for client meetings
• Follow up on meetings and events, providing further support and developing opportunities for new busines