Associate Director of Business Development

2 Days Old

Associate Director of Business Development 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses: Interactive Investor (ii), Investments, and Adviser. Each focuses on meeting and adapting to our clients’ evolving needs.
Interactive Investor – the UK’s second largest direct-to-consumer investment platform, enabling individuals in the UK to plan, save, and invest in the way that works for them. Adviser – provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Investments – a specialist asset manager focusing on areas where we have strength and scale to capitalise on the key themes shaping the market, through public markets or alternative asset classes.
About The Role The UKW UK Retail team works in partnership with the UK Distribution Business Development Directors and Associate Business Development Directors by providing a proactive sales service to financial advisers, platforms, sales colleagues in the Adviser Business and external third‑party/life company providers. The appointed area can be changed as the business requires. Key Responsibilities
80 meaningful client contacts per month with full Salesforce notes written in a timely fashion. Utilise existing tools such as Financial Clarity to generate and maintain client analysis, monitor trends, contributing to strategy positioning and future product development/distribution strategy. Actively seek out account intelligence from every adviser/client interaction to ensure an effective distribution approach. Build a pipeline of sales opportunities and manage these opportunities within Salesforce. Act as a focal point of contact for Aberdeen Investments mutual fund queries from clients in this channel. Assist in preparing for adviser client meetings by providing pre‑meeting notes and presentation material. Collaborate with Marketing and Investment teams to ensure collateral production meets the UKW team’s needs. Represent Aberdeen Investments at events, conferences and seminars as needed to cultivate relationships with clients and identify new business opportunities. Provide timely and relevant investment information to targeted panel, including product launches, ongoing changes to products and special offers and campaigns. Provide proactive support to panel for campaigns and road shows and work with other members of the UK Retail team to support national account roadshows. Build relationship with targeted panel and provide ongoing dedicated contact to ensure frequent updates on investment products, funds, market trends and competitor performance. Consume Duty & Treating Customers Fairly (TCF) – role holder assessed on fulfilment of customer needs and expectations in line with TCF philosophy and Consumer Duty obligations.
About The Candidate
Knowledge of the Adviser Industry products, platforms and regulations. Knowledge of Wealth Management, the DFM Industry and Multi‑Asset portfolio solutions. Excellent communication and sales skills. Excellent track record in maintaining relationships with individuals at all levels. Previous use of Salesforce or equivalent CRM preferred. IMC or similar industry qualifications preferred.
Disability Confident We are proud to be a Disability Confident employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us through our candidate questionnaire. Our team will support you through your application process. Our Benefits We offer 40 days annual leave, a 16% employer pension contribution, discretionary performance‑based bonus (where applicable), private healthcare, gym discounts, season ticket loans and access to an employee discount portal. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Business Development and Sales Industries Strategic Management Services Diversity & Inclusion We are committed to an inclusive workplace where all forms of difference are valued and are free from unfair treatment. We welcome a diverse range of backgrounds, identities and experiences. If you need assistance or an adjustment due to a disability, please let us know as part of your application and we will assist. Apply now to be part of Aberdeen’s growth and impact. #J-18808-Ljbffr
Apply
Location:
City Of London, England, United Kingdom
Job Type:
FullTime

We found some similar jobs based on your search