Business Development Consultant

Overview:

As part of our continued growth plans we are looking to appoint a new Business Development Consultant to focus on the East & South East regions.

This is a new role we are creating to maximise our existing relationships and engage with new opportunities to expand our reach and assist with our ambitions to materially increase our total AUM.

We foster a collegiate, supportive culture here at W1M with an emphasis put on personal development to help people achieve personal goals with their careers and can proudly point to several of our most senior colleagues having worked their up through the ranks.

About the Company

With over £24 billion in assets under management (AUM), a team of c.350 professionals across 5 global offices, W1M specialises in working with high-net-worth individuals and families, charities and institutions. Beyond our direct client relationships we also maintain a longstanding partnership with IFA’s, providing access to our market-leading investment solutions.

We are continuing to expand with ambitious plans to double our AUM in the next 4 years based on the foundation of the quality of advice and services we provide to our clients, alongside peer-leading investment performance.

Internally we are a highly collaborative organisation free from the politics and bureaucracy of larger firms that gives everyone the opportunity to make a real difference and enhance the way we work.

Key Accountabilities

• Work directly with Business Development Managers to identify specific priorities for the region and develop a strategy to increase breadth and depth of scope with new and existing clients to increase overall AUM
• Support with prospecting and booking of good quality meetings (face to face & online)
• Stand-in for BDM’s when they are unavailable acting as point of contact for clients / advisors to ensure service levels are maintained
• Develop relationships with regional contacts of strategic partners
• Keep up to date with our overall proposition, specific products and portfolio performance
• Maintain record of activity for weekly and monthly update meetings
• Develop close working relationship with Adviser Services team as well as marketing to plan and implement new business strategies including events, workshops and seminars
• Orgainse, host and attend regional private investment dinners, ensuring all events meet all regulatory requirements

Background, Experience & Qualifications required

• Minimum of 5 GCSE’s at grade A-C or equivalent
• Ideally at least 2 A-Levels at grade A-D or equivalent with a degree and / or professional marketing or investment management qualification
• Strong verbal and written communicator who is able to rapport quickly and easily with a variety of audiences
• Financially literate with ability to relay complex messages to wide range of people
• Enjoys working in a fast paced, sales environment
• Excellent attention to detail
• Pro-active problem solver who is able to work on own initiative

Conduct Risk – Mandatory

This role is subject to the Conduct Rules set by the FCA.

You are required to familiarise yourself with, and comply with, the Conduct Rules and their successors and complete such ongoing training and competence requirements as required by the FCA and the Company from time to time. This includes passing an annual fitness and propriety assessment.

These rules, as highlighted below, provide the standards under which W1M expects you to perform your role.

You must act with integrity

You must act with due care, skill and diligence

You must be open and cooperative with the FCA and other regulators

You must pay due regard to the interests of customers and treat them fairly

You must observe proper standards of market conduct

You must act to deliver good outcomes for retail customers

You must act in compliance with the FCA’s Consumer Duty rules.

Equal Opportunity Statement

W1M is an equal opportunities employer and in accordance with the rules regarding discrimination in the Equality Act 2010, we welcome applications from all suitably qualified persons.