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Opportunity:

Need a new business development challenge?

Tired of promoting the same old thing?

Come and join the dynamic business development team at Capital International Group. We need someone who can take our high-performing and innovative investment management proposition out to IFAs and intermediaries primarily in the Isle of Man but also further afield. If you have a network of contacts, understand investments and love forging valued added relationships by going the extra mile with clients, then get in touch…


 

Department:  Business Development
Job Title:  Business Development Manager – Investment Management
Reports to:  Group Commercial Director
Location: Isle of Man
Advertising Date: 6 February 2018

Role Description & Key Duties:

Business Development

  • Attending / hosting meetings, preparation for and the follow up of new business leads and prospects
  • Provide demonstrations to clients, Brokers or IFAs on CIG products and systems
  • Travel to Clients / Brokers or IFAs if required
  • Dealing with New Business enquiries via various methods i.e e-mail and telephone
  • Building relationships with Clients, Brokers and IFAs
  • Meet or surpass sales targets set at the beginning of the year
  • Work with the Relationship Manager – Investment Management to ensure and leads for business development gained from relationship management activity are followed up and converted.
  • Presenting to clients of the Group
  • Work with the Relationship Manager – Investment Management to ensure the pro-active relationship management tier process via CRM
  • Work with the Relationship Manager – Investment Management, to ensure client relationships are maintained and retained
  • Send out application forms, introducer agreements and company information
  • New business projects and initiatives, constantly thinking of new innovative ideas for increasing sales
  • Work closely with the Relationship Manager – Investment Management to ensure Hosting at networking events
  • Reflect with integrity the values of CIG as part of its public-facing profile
  • Helping to prepare formal reports for the CIG Executive committee meetings
  • Monitoring New Business statistics as or when required
  • Quarterly reports and Statistic analysis
  • Play an active role in weekly team meetings
  • Implementing and streamlining new processes
  • Monitoring CRM Sales performance and report to the relevant Directors
  • Continuous improvement of statistical reporting of BD activity via CRM
  • To attend regular meetings on all areas of sales to ensure we are working as a team.

Wider CIG liaison

  • Liaise with Group Commercial Director to maintain and develop mutually supportive relationship.
  • Work closely with Relationship Manager – Investment Management to maintain and develop mutually supportive relationship
  • Communicate proactively with the Customer Services and Onboarding teams to ensure new and existing BD relationships are well serviced through onboarding and ongoing processes
  • Support relevant BD focused social media activity
  • Maintain a good understanding of relevant risk management and compliance processes and procedures relevant to the activities of the BD team
  • Support other members of the Group Business Development team including those based in other offices

Qualifications & Skills Required

  • An investment related qualification would be desirable but not essential
  • Presentation skills – to both small and larger audiences of clients; wide knowledge of financial services industry and topical issues; sound technical product knowledge
  • Proven track record and experience of successful business development within a financial services environment, ideally within the industry area of investments, existing network of potential client contacts

Attributes

  • Confident
  • Self-starter
  • Ambitious
  • Relationship builder

If you share our values of innovation, integrity & excellence, and are driven to be the best you can be, please apply by sending your CV and covering letter to HR@capital-iom.com.

The closing date applications are 29th March 2019.