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Open nowFirst seen 12 hours ago

Private Wealth Business Development Manager

Ruth Maskell36 open roles

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Your applicationOpen nowPrivate Wealth Business Development ManagerRuth Maskell

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 12 hours ago

The posting

This is an exciting opportunity for an ambitious business development professional to help accelerate the growth of Our Clients Private Wealth business while developing a career across the full spectrum of fiduciary, corporate, funds and capital markets services.

You will support the growth of the Private Wealth business through business development, client relationship management and intermediary engagement. Working with Client Directors and Relationship Managers, you will identify client needs, support appropriate solutions and help build long-term relationships.

You will operate within our clients regulatory and governance framework and in accordance with applicable legal, regulatory and compliance requirements.

Key responsibilities

  • Deliver world class standards of client service and professionalism.
  • Build and maintain effective relationships with clients, intermediaries and professional advisers.
  • Support the generation of suitable new business opportunities across the Private Wealth business.
  • Deliver against agreed revenue targets, with a focus on approximately 30% new business and 70% referral and retention revenue.
  • Drive cross-selling and cross-referral opportunities across the service offering, including Private Wealth, Corporate Services, Funds and Capital Markets.
  • Support positive client outcomes whilst protecting the reputation.
  • Act as an ambassador for our client and its values.

Business Development and Relationship Management

  • Support quarterly business reviews and annual sales planning with the Chief Commercial Officer and Senior Director, Private Wealth.
  • Produce commercial analysis and account insights ahead of each quarterly business review.
  • Generate qualified opportunities from both new and existing clients.
  • Record opportunities in the CRM within 48 hours of client or intermediary meetings.
  • Identify client needs and work with internal stakeholders to introduce appropriate solutions.
  • Support account planning and client development activities.
  • Represent our client at client meetings, networking events and industry functions.

Client Engagement

  • Work with Client Directors and Relationship Managers to understand client objectives.
  • Assist in developing solutions that meet client requirements.
  • Maintain regular contact with clients, intermediaries and professional advisers.
  • Promote high standards of client service and professionalism in all interactions.

Risk, Compliance & Governance

  • Conduct all activities in accordance with policies and applicable regulatory requirements.
  • Maintain awareness of AML/CFT, risk management and client due diligence obligations.
  • Escalate risks, conflicts, complaints or regulatory concerns in line with internal procedures.
  • Support adherence to applicable regulatory and governance requirements.

Experience & Qualifications

  • Demonstrable experience within Private Wealth, fiduciary, trust, family office, banking or wealth management services.
  • Demonstrable experience in business development, relationship management or a client-facing commercial role.
  • Demonstrable understanding of the regulatory environment relevant to fiduciary and Private Wealth services.
  • Relevant professional qualification, or commitment to ongoing professional development, desirable.

Skills & Behaviours

  • Strong communication and relationship management skills.
  • Commercial awareness combined with a client-focused approach.
  • Professional, ethical and trustworthy.
  • Organised, collaborative and attentive to detail.
  • Demonstrates sound judgement and integrity.
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