Business Development Executive

Our client is looking for a Business Development Executive to join their team based in their London office. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company. This position will be a hybrid working role, with 3 days in the office.

• To achieve new business objectives as defined by the Head of Internal Sales & Client Service, in conjunction with team-wide objectives set by Global Head of Distribution
• To arrange an agreed number of face-to-face meetings around events if attending
• To maintain accurate records of activity on the CRM system
• Attend conferences, regional events and hot meetings as required
• Answer technical queries from financial intermediaries on the Company's product range
• Develop and maintain strong technical knowledge of relevant Company products to aid proactive prospecting and to handle reactive sale enquiries
• To provide support within the Business Development Executive group as required
• Be an active participant in internal sales meetings and contribute where appropriate to increase knowledge, share objection handling challenges for personal development and to aid the development of others

• Preferably level 3 qualified, or above, or other industry recognised qualification
• A strong knowledge of different products, not limited to open-ended and closed-ended funds and model prtfolios
• A strong knowledge of investment products and financial markets and the ability to apply this knowledge effectively to communications when promoting equities, fixed income, absolute return and multi asset funds/trusts, alongside model portfolio services
• High degree of IT literacy & MS office applications
• Ability to communicate clearly and effectively - both written and verbally
• Details oriented with a structured approach to tasks
• Consistently adopts a professional manner
• Ability to work under pressure and adhere to timescales