Business Development Manager, Investment Management

Job Duties

• Drive AUM growth in investment products and services delivered through the Jersey and Isle of Man investment management teams
• Contribute to the discretionary business development strategy
• Prepare and present investment proposals for new and existing clients using risk profiling tools
• Actively network both locally and internationally, including travel to key markets, to build relationships and enhance the company's reputation
• Establish partnerships with key advisors and institutional clients, identifying potential business opportunities
• Host face-to-face and virtual meetings, seminars, webinars, and events
• Provide demonstrations of investment management products and systems to clients, trustees, and advisors
• Meet or exceed sales targets and agreed objectives
• Work closely with the Investment Management team to ensure strong client relationships are built and maintained
• Support business development-focused social media activity, including writing investment-related content
• Maintain a strong understanding of risk management and compliance processes relevant to business development activities
• Generate new business initiatives and explore cross selling opportunities across the organisation
• Represent the company with integrity in all client interactions and external engagements

Job Requirements

• Proven experience in successful business development within a discretionary investment business
• Existing network of professional contacts in the financial advisory and/or fiduciary sectors, particularly in Jersey and other relevant jurisdictions
• Strong technical knowledge of funds, investments, and ESG/sustainable investments
• Relevant finance or investment qualification
• Excellent presentation skills, with experience delivering to both small and large audiences
• Broad knowledge of the financial services industry and global markets
• Confident, proactive, and ambitious with strong relationship-building skills

What You'll Love

Our client is a well established, family oriented investment firm that has grown from its roots in the Isle of Man to a global presence. Despite this growth, the company has retained its core values of innovation, integrity, and excellence. You will be part of a dynamic and collaborative environment where trust, open communication, and a commitment to delivering high quality client service are central to the culture.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists.