Business Development Associate (12 month contract)
TemporaryJob Overview
As a Business Development Associate, your role would be to provide high quality, efficient support to the Head of International Distribution and the broader distribution team across all International offices, serving as a primary point of contact to assist in the acquisition, servicing, and retention of clients thereby fostering deep, enduring, and trusted relationships with them.
Key Responsibilities
Client engagement and events
- Telephone/email query handling
- Actively develop strong relationships and foster trust with external stakeholders
- Organise events including investment seminars, dinners and presentations
Proactive business development
- Ensure core messages are disseminated efficiently and professionally to a wide audience
- Widen the existing net of coverage of the intermediary market
- Help the development of the strategic overview and development of intermediary sales
Administration
- Support and develop relationships with professional advisers, product providers and third parties on an ongoing basis
- Produce MI including monthly sales figures and sales managers activity
- Support due diligence of professional advisers and developments of new adviser agreements
Project Management
- Ensure that all sales projects are developed to the highest standards and in a timely and accurate fashion
- Proactively assist with ad-hoc project work
Client Service management
- Respond to all client valuation, statement or audit requests
- Ensure that periodic and trigger reviews are completed in a timely manner, tracking and following actions to completion
- Respond to non-technical investment queries / provide information on accounts, with a good understanding of processes surrounding the investment products & services available
Client documentation management
- Drive the documentation management process for all client documents including application forms, due diligence, risk assessments and screening
- Ensure accuracy and completeness of documentation, maintaining storage standards
Client Experience and continuous improvement
- Proactively consider areas for to improve the client experience and internal processes, raising suggestions regarding potential efficiency
- Work on ad-hoc projects, assisting with the implementation and development of policies, procedures, systems and controls
- Promote digital tools for clients and staff to reduce administrative burden on the business, becoming super users for relevant systems
General
- Contribute to an effective and positive risk management culture at the firm
- Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the marketplace
- Maintain appropriate level of ongoing CPD and minimum standards met within business area requirements.
Skills, Knowledge and Expertise
Technical /Qualifications
- Solid educational background
- Working knowledge of the sales process including the services and funds being promoted is advantageous
- At least 2 years’ experience within an office environment
Systems/Internal Processes
- Proficient in Microsoft Outlook and other Microsoft products
- Ability to gain an understanding of internal systems
- Ability to become proficient with Avaloq with the ability to interrogate the system as required
Regulatory Awareness/Compliance
- A good understanding of terminology used within the financial services environment
- A good understanding of compliance regulations
Core Competencies/Skills
- Excellent client service skills with an understanding of the importance of client service
- Excellent communication skills, both verbal and written with the ability to engage with diverse personalities
- Ability to prioritise own workload and work on own initiative
- Excellent attention to detail whilst working under pressure
- Organised and methodical. Able to multi-task, work to deadlines and adapt and operate effectively and efficiently
- Ability to extract and analyse data to prepare proposals