Overview
* Build high-value relationships, and drive meaningful impact
About Our Client
This is a respected organisation within the financial services sector, known for its expertise and commitment to excellence. As a small-sized company, they provide tailored solutions to meet the specific needs of their clients and maintain a strong presence in the industry.
Job Description
* Ensure compliance with industry regulations and company policies.Exclusive mandate - role only available through this process
* Boutique investment manager specialising in IMAs & SMAs
* Build and grow relationships with advisers, family offices, and institutional clients
* Represent research-driven, performance-focused investment solutions
* Develop long-term, high-value partnerships and distribution channels
* Collaborate with senior leadership and investment professionals
* Proven BDM experience in funds or investment management required
* Strong existing adviser or institutional networks
* Commercially astute, credible, and relationship-driven
* Boutique culture, client-aligned philosophy, and long-term growth focus
The Successful Applicant
A successful BDM Funds should have:
* A strong background in the financial services industry, particularly in banking and financial services.
* Proven experience in business development and client relationship management.
* Excellent communication and negotiation skills.
* A results-driven mindset with a focus on achieving targets.
* The ability to analyse market trends and develop effective strategies.
* A solid understanding of compliance and regulatory requirements in financial services.
* Relevant qualifications in finance, business, or a related field.
What's on Offer
* Exclusive mandate with a boutique, reputable investment manager
* Opportunity to represent research-driven IMAs & SMAs with proven performance
* Build and grow strategic relationships with advisers, family offices, and institutional clients
* Collaborative, professional culture with senior leadership support
* Long-term, client-aligned philosophy and remuneration structure
* Genuine opportunity to drive growth and make a meaningful impact
* Competitive base salary plus performance-based incentives
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