Business development Manager - Tax-efficient and funds

Our investment management client works in partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for their clients. As a rapidly growing business, the sales team is pivotal to winning and retaining business therefore the team is known for providing excellent service providing product expertise and acting as brand ambassadors. As a key member, you will be promoting both tax-advantaged and funds to intermediaries based across Scotland
As an External Business Development Manager you will be able to demonstrate that you're highly motivated, articulate and enjoy developing strong B2B relationships.
The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and or virtually) with financial advisers and wealth managers across Scotland.
Primary Job Functions
Meeting advisers to build, maintain and develop relationships (meetings may be virtual or face to face)
Representing the client brand across the tax and fund proposition
Presenting at adviser events
Delivering CPD content one to one or in groups
Outbound telephone calls to maintain relationships or schedule meetings
Building and developing new relationships with prospective advisory / investment firms
Becoming a key point of contact for all financial advisers across the regio...