Business Development Executive

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title:  Business Development Executive

Location:  London

Contract:  Perm

Working pattern: Hybrid

About the Role

To work as part of the sales team, providing a hybrid proactive sales service and relationship  management  to an intermediary client base within a defined geography / regional area. Primarily by phone and teams with some filed activity included.

What you’ll be responsible for

• Representing the front face of Rathbones the candidate will develop relationships internally and externally to enable them to deliver and retain business across the spectrum of products and services offered by Rathbone Asset Management.  
• Ensure consistent communication on Rathbone products and services and deal with specific enquiries on both a reactive and proactive basis to a longer list of intermediary clients.
• Work with the Business Development Directors and Heads of Departments to devise, action and review a sales strategy for your defined client market.  
• Deliver an agreed level of new business in line with regional team sales target.
• Proactively follow-up on sales activities generated by Business Development Directors
• Plan and organise sales visits and client presentations for the Business Development Directors Proactively carry out external communication of sales and marketing campaigns.
• ‘Close deals’ ensuring that the appropriate product or service has been sold. 
• Build appropriate internal relationships with key stakeholders to facilitate external introductions where appropriate.
• Provide market feedback to the business  
• Work closely and support both BDD activity and partnership activity that falls within region.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Detailed understanding of the products and services Rathbone 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

• Understanding of the competitive environment in which we operate including product and services from our peers.  
• Have experience working in a similar role in Financial Services or the Investment Management industry

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces. 
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

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.

We’re a Disability Confident Employer (level 2) 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, click here. 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.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.