Description:
Growing fund manager in the alternatives space, with a genuinely unique offering requires a professional and motivated BDM with an existing network in the Adviser/ HNW channel. It's a business which has an entrepreneurial spirit and client focus which is unmatched in the industry. You'll work with a highly respected Head of Distribution, who will guide and advise but not micro. It's a business full of motivated, high activity individuals who work to a shared purpose of becoming the preeminent business in the alternatives funds management world.
Responsibilities
- Approach target clients at regular intervals to ensure up-to-date knowledge and understanding of those clients and their portfolios
- Provide ongoing weekly feedback and to the internal team e.g. file notes, in order for the CRM to be maintained
- Update and maintain the CRM system with the sales pipeline, distribution list and contacts
- Complete weekly and monthly sales reporting as per the provided template
- Complete quarterly sales strategy papers as per the provided template
- Complete a strategy paper per target client as per the provided template
- Actively pitch to prospective clients and involve the wider sales/marketing team and affiliate managers where required in order to close those opportunities and increase assets under management
- AUM targets as per KPI report which is set annually and reviewed quarterly
Business Development
- Review and, in cooperation with the wider team and its affiliate managers, tailor marketing materials for specific clients and upcoming pitches. This would include presentations, RFP s and other marketing documents
- Participate in client and product strategy discussions in order to identify new opportunities
- Conduct new business development activities (research, cold calls, market analysis) to add to the prospect client list
- Promote the fund and its affiliate managers in the market and execute a prior approved PR plan with this objective
- Participate in organising and attending roadshows for prospects and clients. This may entail you doing meeting with clients outside of your target list