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Office based BDM - Investment Manager

Woods Foster
Greater London
1 week ago
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Responsibilities

: Act as the first point of contact for financial advisors in the London area Conduct proactive outbound calls and Teams meetings to develop relationships with advisors Handle inbound telephone and email queries promptly and professionally Collaborate with the field-based Business Development Manager to identify opportunities and provide support Prepare for and schedule meetings for the field-based BDM with London financial advisors Build and maintain accurate records of client interactions and activities in the account management database Assist in increasing the scope of relationships with financial advisors by providing exceptional service and tailored solutions

Key Technical Skills and Knowledge

Proficiency in Microsoft Excel and other Microsoft Office applications Experience working with an account management database or CRM system

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