Business Development Manager at Robert Walters

Qualifications and experience required for the Business Development Manager:

• Bachelor’s degree in Finance, Economics, Business or related discipline
• CFA or CFP designation would be highly advantageous
• Minimum of 5 years’ experience in investment distribution, ideally gained within asset management
• Proven history of cultivating productive relationships with IFAs as well as retail clients
• Comprehensive understanding of investment products
• Exceptional presentation skills

Key duties of the Business Development Manager:

• Develop and execute distribution strategies to grow assets under management in retail and IFA channels.
• Build and maintain strong relationships with IFAs, wealth managers, and retail investors through expert support.
• Present the firm’s investment philosophy, process, and products to clients via tailored presentations.
• Host client meetings, roadshows, and training sessions to deepen product understanding and partnerships.
• Collaborate with the investment team to ensure accurate and timely external communication.
• Monitor competitors and market trends to identify new business opportunities.
• Maintain CRM records, prepare sales reports, and update pipelines for internal stakeholders.
• Address client queries promptly while delivering exceptional service.
• Contribute client insights to refine marketing strategies and outreach efforts.