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Join TrinityBridge as a Business Development Director where you will create long term partnerships and developing business opportunities with UK based intermediaries - IFA and Restricted – as well as discretionary investment firms, using TrinityBridge’s full range of investment services. This role will be covering the South West and M4 corridor so you must be based around this area.
TrinityBridge’s range of investment services includes Bespoke discretionary management, multi asset funds, single asset class funds and an AIM IHT service.
RESPONSIBILITIES
* Create long-term business partnerships with UK based Intermediaries and discretionary investment firms, securing profitable business flows.
* Grow existing relationships and develop new relationships.
* Articulate TrinityBridge’s full range of investment services in a compelling manner.
* Demonstrate good investment knowledge.
* Have an understanding of the tax and operational structures used by Intermediaries, eg, Pensions, ISAs, Bonds, GIA’s, Trusts and Platforms.
* Act in a professional and compliant manner at all times.
* Achieve personal objectives in line with TrinityBridge’s corporate objectives.
* Maintain professional standards through active participation in CPD program.
WE WOULD LOVE TO HEAR FROM YOU IF:
* Good understanding of the UK intermediary market.
* Good investment knowledge, both general and product.
* Excellent relationship building, influencing and negotiation skills.
* Understanding of, and ability to work within, the compliance environment.
* At least ten years’ experience operating in the retail financial services environment with specific exposure to the UK intermediary market.
* Experience in the distribution of investment funds and/or discretionary management services in the UK intermediary market.
* Ideally qualified to QCA Level 4 or above.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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