Business Development Manager, Scotland

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Business Development Manager, Scotland

Department: Group Distribution

Location: Glasgow / Edinburgh

Contract Type: Perm

The Role

To work as part of the UK Intermediary Distribution team providing proactive field sales support to a number of regional intermediary clients. The candidate will work closely with Area Head and other BDDs as well as other senior distribution colleagues on agreed parameters deliver against sales targets and business objectives.

Outcomes of the Role

• Representing Rathbones Intermediary Teams, the candidate will develop relationships externally with with a range of developing regional adviser and wealth management accounts.
• Build relationships with the market described above.  Ensure consistent communication on Markets and RB products and services and deal with specific enquiries on both a reactive and proactive basis. 
• Solely manage growth accounts from the region as well as supporting the BDDs in your region with wider sales and relationship tasks
• Coordinate regional data with BDDs

• Devise, action and review a sales strategy and Business Plan for your defined client market that supports the Business Plan. 

• Proactively follow-up and support sales activities generated by BDDs in region
• Plan, organise and conduct regular sales visits, presentations, and face to face contact to develop relationships and generate sales.            

• Deliver an agreed level of new business in line with the team sales target.
• Build appropriate internal relationships with key stakeholders to facilitate external introductions where appropriate.

• Provide market feedback from key accounts to the business. And communicate client panel and preferences for internal and national coordination.

Knowledge, Skills and Experience

• Detailed understanding of the products and services RB provide 
• Strong time management and prioritisation skills
• Ability to develop & maintain positive working relationships. 
• Strong communicator and able to build and maintain good internal and external relationships.  
• Systems competence – demonstrates competence in using Company systems 
• Solid understanding of the regulatory environment in which we operate
• Strong investment understanding across a range of solutions, including asset management and DFM solutions
• Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry
• Hold IMC qualification

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.