Business Development Manager

To find, research, profile, win, develop and retain opportunities for the whole range of 7IM products and services, working in close conjunction with the other members of the regional teams, namely Business Account Managers, Investment Directors, and Platform Relationship Managers.
Responsibilities
L e ad n e w b u
si n e
s s d e
v
e
l
o p m e n t
w
i th
a n
a greed p a n e l of t a
r g e t ac c o u nts
i n c o n j
u n c t i on
w
i
t h
t
h e i r
R e g
i o n al
Hea d .
M a n a ge r e te n
t
i
o n
a nd
u p s
e
l l
t o
a n
a gr e ed
li
s t of ex i
s t i
n g
k
e y a cc o u nt s .
Ha v e a r e g u
l ar
s tru c tured
m e e t i ng
w
i th
t he
R e g
i o n
a l Head to
r
e
v
i
e w
a nd d i
sc u s s p a
n el progre ss ,
g
e n e
r
a l performance
a nd a g
r e e d
p
r
i ori t
i es
g o i ng
f orward
F r o n t l
i ne
f or
a
l l
7
IM
p r o
du cts,
u n d e
r ta k
i ng re g
u
l ar p r o d u c t tra i
n
i
n g
t o
m a i n t a i n
k n o w l e d ge at a
l
e
v
e l
s u ff
i
c
i e n t
t o ta l k
i n
d e p th a b o u t
i
n
v e s t m e n t
s
o
l u t
i o n
s , D F M
a nd
p
l a tf orm.
Han d
l e a l l pro s
p e c ts u n
t
i l
o p p ort u n i
t y
i s re a
d y
t o
t
r a n
s
f er
Inve s t m e n t
S o l ut i o n s
D F M / R I S -
H a n d o v er to
a p p
r o p
ri ate ID as ac c o u n ta b l e
l
e ad
Pl
a
t f o rm
– Hand o v er to a p propr i
a te
P ID as ac c o u n ta b l e
l
e ad
Service
A
d o pt a
j
o
i nt
B
D M/ BAM
w o
r
k
i ng
m o d el w i th a sh a
r
e d
lis t
o f
c
li e n ts where
t he
BAM
o p era t es as t h e
d a il y
c
o nt ac t a n d
t he
B DM
l
e ad a cc o u nt
m a n a g er.
A gr e e
a n o n g o
i
n g
c o n tact
s tra t e g y w i th
t h e
s e c l
i e n t s .
W
h
ere
c
li e n ts
h a v e
b e e n
r
ef er r e d ,
a gree a n d
m a i nt a
i n a re v
i
e w pro c e s s
w
i
t h
t
h e
r e l
e
v
a nt
ID
o r
P ID.
W
o
r
k
w
i th
BAM
a n d R e g i
on al
H e a d to
a gree a
d e v e l
op
m e n tal t i er of ac c o u nts t h e
BAM
w
i
l l
o
w n a n d
l e a d w i
t h n e w
b u s
i
n e s s d ev e l o p
m e n t.
Reg u
l ar l y
m e e t
a
n d
f orma ll y
r
e
vi
e w
b oth p a
n e l s w i th
t he
BAM
a n d
w h e
r e
a
p prop r
i ate t h e Re g
i
o n a l H e ad w i th a
v
i
e w to pro m ot i n g /r e
l
e g a
t
i
n g c l
i e n ts as
a p p
r
o pri a
t e.
Und e
r ta k e reg u
l ar
cl
i
e nt
r
e
v
i
e
w
s .
W
o
r k
w
i th
BAM
on
r et e n t
i
o n /
i n cr e a
s e p e
n etr a
t
i on /
cr o s
s
-s e l l of ex i
s t i ng a cc o u nt s .
Compliance & Conduct
E
n s ure a l l p a n e l
o wner s h i
p s are ac c urat e
l y
r e c orded
a nd
u p d a t ed
i n
C ID.
E
n s ure a l l
m e e t i ng n o
t es
a nd re l e v a n t
c
l
i e n t a c t i
vi
t y
i s ac c urate l y re c or d ed
i n C ID .
W
o
r
k
c
l o s e l y w i
t h
t
h e
BAM
a n d where a p pr o pri a te
m e n tor and
s u p
p ort d e
v
e
l
o p m
e nt.
Und e
r ta k e reg u
l ar 7IM
P
r
o d u
c t
T
r a i n i
n g
a nd
m a i nt a
i n w i d e r
i
n d u
s t r y a n d co m p e t i
t or
k n o
w
l e d
g e.
In this role, it's essential that you consistently follow the FCA's Consumer Duty principles. You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals. About You Skills
Re l
a t i
o n s h i p
b u i
l d i ng
s
k
ill s
i n
o
r d e r
t o ra p
i
d
l y e s ta b
li
s h a
h
i gh
l
e
v
e l of tru s t
w
i th
t he
c
li
e nts,
b
o th
i n
t er m s of pro f e ss
i o n al a n d
p er so n a l
c o m p e te n
c e a n d tru s
t
w or t h i n e
s s
Q
u e
s t i
o n i
n g
a nd
li
s t e n i ng
sk
ill s wh i
c h are
f o c u s ed
a nd e m p a th e t i c
i n
o
r
d er to u n
de
rs ta n d
f u l
l y
a nd
s
e n s
e
-c h e
c k the pro s
p e c t i
v e a n d ex i
s t i
n g c l
i e n t s ’ true u n
d er s ta n
d
i
n g,
v
i
e
w s a n d
f e e
l
i n g s.
V
erb a l
a nd pre s e n
t at i o n
a l
sk
ill s
i n
o
r d e r to
c
l e a
r
l y a n d p a
ss
i o n at el y
c o m
m u ni
c ate the
a p p
r
o pri a
t e
7
I M propos i
t
i
o n
a nd
i n f or m at i on to pro s
p e c t i
v e
a nd e x
i
s t i ng
c
li
e nts,
i n
o
n
e
- to - o n e,
s
m a l l a n d
l arge group
s
i t u at i o n s
W
r
i
tt e n
s
k
ill s
i n
o
r
d er to
cl
e ar l
y ,
c o n
c
i
s
e
l y a n d co n
v
i n ci n g
l y pre s e n t propo s
i t i o n s
a nd re l e v a n t
i n f or m at i on to
c
li e n ts
i n order
t o su p
p ort
d
i
sc u ss
i o n s a n d
a g r e e
m e n ts
m a d e
w
i th
t h e m
A
ss
ert i
v e n e s s
a nd
t e n a c
i
t y
i n
o
r
d er to p i n
d
o wn
a nd dr i
v e
t hrou g h
t
h e sp e
c
i
f
i c act i o n s
w
h
i
c h
p
r o s
p e c t i
v e c l
i e n ts
m
u
s t t a
k e
i n
o
r d e r
t o
b e c
o
m e
f u l
l y
si g n ed
u p w i th 7I M ,
i n cl u d
i ng h a
v
i ng
t he
cl
i
e nt as s ets
f u l
l y tra n
s
f er r ed to 7I M , a n d th e n
t o d e
v
e
l op
a nd
m a x
i
m
i
s e
t he gr o wth
i n b u
s
i
n e s s
f
r
o m ex i
s t i ng
c
l
i e n t s .
Pl
a
n n
i ng a n d
ti
m e
m
a n a g e
m e n t
s
k
ill s
i n order to
m o s t e ff e c t iv e l y
a
ll o c
a te
t he
t
i
m e
a nd re s
o ur c es to
g a i n
c
o
m
m
i
t
m e n t
f
r
o m pro s p e
c t iv e c l
i
e nts,
a s
w
e
l l as to
m a n a g e a n d
d
e
v
e
l
o p
t
h e
b u si n e
s s
f
r
o m ex i
s t i ng
c
l
i e n ts
Re s
i
l
i e n
c e
i n order to
m a n a g e co n
f
li
c
t
i ng pr i ori t
i es a n d d e
m a n d s , a m b i g ui
t
y ,
h
i
g h work
l o a d,
r e j e c t i on
a nd ot h er
s o u
rc es of pre ss ure
A
cc
ura c
y ,
t h o
r o u g h
n e s s a n d
a t t e n
t
i on to
d et a
i l
i n order to
m a i nt a
i n
t
h e
h
i
g h e
s t
l e v e l s of
s er vi
c e to
7 I M
’ s
c
li
e n t s
T
e a m
w or k
i ng
c o m b i n e d w i th
i n d
iv
i d u al
i
n
i t i at i
v
e ,
cr e a t i
vi
t y a n d s e
l
f
-s uf f
i
c
i e n
c y
i n
or d e r to re m a i n
e
ff e c t iv e
i n the
f a c e
o f ra p
i d ch a n g e a n d a
l e a n
a
n d
e
ff
i
c
i e n t
m a n
a g e
m e n t
a nd re s
o ur c e stru c ture
P
er s o n
a l
d e v e l o p
m e n t
f o c u s , t a
k
i ng re s p o n s
i b i
l
i
t y
f or
d
r
iv
i ng b o
t h
p er s o n al a n d
p
r o f e ss
i o n al d e
v
e
l o p
m e n t
i n order to
m a x
i
m
i
s e
e f f e c t iv
e n e
s s
i n
t h i s
d e m a n d i ng ro l
e ,
a nd to gr o w w i th
t he r o
l e, a n d b e
y o n d
Knowledge
Co m
m
e
rc
i al
a ware n e s s
i n order to
i
d e n
t
i
f y a p propr i ate t a
r g e t
s
e g m e n ts a n d
li
s t s , a n d
t o
p
r o f
i
l e
p
r o s
p e c ts a p pr o pri a
t e l
y ,
u n d er s ta n
d
i
n g
t he
c o n text of t h e i r
si tu a
t
i on
a nd
b u s
i
n e ss es as
w e l l as t h e
i
m p li
c at i o n s
f or the o v er a
l l b u
s
i n e
s s of 7 I M
Ha v e a
v e r y
s tro n g
a
w a r e n e s s o f ,
a nd
p a ss
i on
f or,
m
a
r
k ets.
Skills/Other relevant information
B
e
v e r y
c
l
e ar, dr i
v
e n
a
n d r e a li
s
t
i c
i n t h
e
i r
s h o
r t,
m e di
u m a n d
l o n g term pro f e ss
i o n al
g o a
l s a n d a m b i t i
o ns
B
e
a
r
t
i
c u l ate a n d pro j e c t
a
s
s ert iv
e n e
ss ,
c
l a r
i
t
y ,
i nt e g r
i
t y
a nd gr a
v
i tas
i n
t h ei r p e
rs o n
a l
c o m
m u ni
c at i on
B
e
c o m
m er c
i a l
l y a s tu t
e ,
d
i
sc
i p l
i n e d, a m b i t i o u s a n d co n
f
i d e nt
i n
t h ei r a p pr o a c h
t o
t he
d e v e l
o p m e n t
o f t h e i r
o wn ‘book’ displaying a high degree of personal ownership
A
d h ere
a nd
c o n tr i
b ute
t o
7
I Ms
V
a
l u e
s ,
P ur p o s e
a nd
V
is
i o n .
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