Key Responsibilities
- Responsibility for promoting and fundraising for the company’s range of offerings, including VCT, EIS and IHT offers through proactive measures.
- Provide ongoing support, assistance, and exceptional customer service for our clients, both current and new.
- Build and deliver the business plan for the region.
- Conducting face to face meetings, hosting training events such as workshops and seminars and executing any initiatives agreed with the Head of Business Development.
- Working with their Business Partner (Internal BDM) to handle incoming queries (in meetings, on phone calls or via email) from financial intermediaries, and actioning as appropriate.
- Working closely with the Investor Services function and Marketing team to facilitate the best support possible for our primary clients.
We are looking for someone with at least 5 years of sales experience, ideally within the financial services space (however other qualified professionals will be considered).