Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
Job Title: Business Development Executive
Department: Distribution
Location: London
Contract Type: Permanent
Reporting to: Head of London Discretionary and GFI
The Role
As part of the Distribution Team for RAM, work within agreed parameters to deliver against sales targets and business objectives.
Outcomes of the Role
- Representing the front face of Rathbones the candidate will develop relationships internally and externally to enable them to deliver and retain business across the spectrum of products and services offered by Rathbone Asset Management.
- Ensure consistent communication on Rathbone products and services and deal with specific enquiries on both a reactive and proactive basis.
- Work with the Business Development Directors and Heads of Departments to devise, action and review a sales strategy for your defined client market.
- Deliver an agreed level of new business in line with regional team sales target.
- Proactively follow-up on sales activities generated by Business Development Directors
- Plan and organise sales visits and client presentations for the Business Development Directors Proactively carry out external communication of sales and marketing campaigns.
- ‘Close deals’ ensuring that the appropriate product or service has been sold.
- Build appropriate internal relationships with key stakeholders to facilitate external introductions where appropriate.
- Provide market feedback to the business
Knowledge, Skills and Experience
- Detailed understanding of the products and services Rathbone provide
- Strong time management and prioritisation skills
- Ability to develop & maintain positive working relationships.
- Strong communicator and able to build and maintain good internal and external relationships.
- Systems competence – demonstrates competence in using Company systems
- Solid understanding of the regulatory environment in which we operate
- Understanding of the competitive environment in which we operate including product and services from our peers.
- Have experience working in a similar role in Financial Services or the Investment Management industry
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
