Business Development Manager - Wealth

Aviva

York, , GB
Base: not specified; bonus/equity: annual performa...
Hybrid
Investment product positioning
Intermediary market knowledge
Lead generation and sales management tools
This role involves representing and selling Aviva Investors’ investment capabilities to UK Wholesale clients while fostering internal collaboration to ensure a seamless ‘One Aviva’ client experience

Job Summary

  • This role involves representing and selling Aviva Investors’ investment capabilities to UK Wholesale clients while fostering internal collaboration to ensure a seamless ‘One Aviva’ client experience.
  • The position offers a generous pension scheme with up to 14% contribution, eligibility for an annual performance bonus, family friendly leave, and private medical benefits.
  • Aviva is an inclusive employer encouraging applications from all backgrounds and offers flexible working patterns including part-time and job shares.

Matching Summary

This role involves representing and selling Aviva Investors’ investment capabilities to UK Wholesale clients while fostering internal collaboration to ensure a seamless ‘One Aviva’ client experience.

Salary

Base: Not specified; Bonus/Equity: Annual performance bonus eligibility; Benefits: Pension scheme up to 14% contribution, private medical benefit, holiday entitlement, product discounts, share plans, volunteering hours

Skills & Requirements

Must-have

  • Investment product positioning
  • Intermediary market knowledge
  • Lead generation and sales management tools
  • Client relationship development
  • Sales target achievement
  • Internal team collaboration

Nice-to-have

  • Mentoring and professional growth support
  • Ambitious and confident attitude
  • Flexible working arrangements
  • Home-based with regional travel

Key Requirements

  • Level 4 Diploma in Regulated Financial Planning or equivalent
  • Investment Management Certificate (IMC) or equivalent
  • Proficient in Salesforce and Qlik
  • Experience with multi asset investment products
  • Ability to generate new leads and develop client relations

Work Rights

Not specified

Tailored Resume

Cover Letter