Lloyds Bank Jobs – Schroders Personal Wealth Business Development Manager

Website Lloyds

Job Description:

The Regional Business Development Manager will have full responsibility for Business Development throughout Scotland & Northern Ireland with clear accountability for supporting SPW’s growth aspirations across two unique and exciting markets.

As a key member of the senior regional team, the Business Development Manager will support the region by analysing, investigating and evaluating business development opportunities making recommendation to the Regional Director & securing new relationships in order to meet the regional business plan.


Job Responsibilities:

  • As part of overall business development plan, agree regional event plan in consultation with the Client Directors, host and/or attend client and prospect events.
  • Networking to prospect for new clients.
  • Actively representing the business with third parties and target audiences in line with business need.
  • Working closely with the Regional Director to support the attraction of new advisers through direct to advisor / firm recruitment activity.
  • Design and implementation of enabling activity to support regional growth aspirations.
  • Non-product propositional development to unlock opportunities to develop the business.
  • Build and maintain a strong regional network across sectors.
  • Have a detailed understanding of SPW client proposition and competitor positioning.
  • To lead business development in the region having led creation of and agreed the regional business development plan.
  • Have a detailed understanding of the Scottish & Northern Irish regional business communities and marketplaces.
  • To identify potential prospects across the region with the aim of building lasting relationships.
  • Optimisation of the partnership between LBG and SPW across the region, ensuring opportunities and synergies between businesses are fully exploited.

Job Requirements:

  • Breadth of knowledge across the Wealth Planning Marketplace and Schroders Personal Wealth target customer segments.
  • Strong verbal and written communication skills.
  • An enterprising & entrepreneurial mindset with the ability to coach and inspire local colleagues to adopt a similar approach.
  • The successful candidate will be open and welcoming to change, be a creative and strategic thinker, have exceptional problem solving skills, and have an ability to stay focused in times of uncertainty.
  • The position plays a highly collaborative role, interacting with colleagues and prospects across the region and the business, which will demand clear and effective communication skills in order to facilitate successful relationships.
  • Excellent interpersonal skills; ability to build relationships, influence and command the respect of individuals from a wide range of backgrounds.
  • Bachelor Degree or completed studies in either Sales / Marketing / Finance / Business desirable.  Level 4 Financial Planning Qualification, desirable but not essential.
  • Approximately 5+ years of experience, preferably in financial services or business consulting.
  • Strong presentation skills.
  • Good negotiation skills with an ability to “cold call.”

Job Details:

Company: Lloyds

Vacancy Type:  Full Time

Job Location: Aberdeen, Scotland, UK

Application Deadline: N/A


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