Lead on business development for strategic charity and endowments clients and their intermediaries
Job Summary
Lead on business development for strategic charity and endowments clients and their intermediaries.
Build and establish long-term relationships with prospective charitable clients and their advisers in order to develop and obtain new business for Rathbones Group, across all product suites, pooled and discretionary.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds.
Matching Summary
Lead on business development for strategic charity and endowments clients and their intermediaries.
Skills & Requirements
Must-have
Develop business development plan
Undertake market analysis
Proactive new business pipeline
Convert inbound opportunities
Presenting to trustee boards
Maintain CRM/MI systems
Nice-to-have
ESG/Responsible Investing experience
Strong product knowledge
Diverse skills, experiences and abilities
Key Requirements
Significant depth of relationships across the charity sector
Prior institutional sales and relationship management experience
High degree of investment knowledge
Relevant qualifications e.g. CFA, IMA
Strong understanding of the regulatory environment