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Business Development Manager

Job description

Idex Consulting are working with well-established International Wealth Management Company with an excellent record of success who are seeking an experienced Business Development Manager for their Edinburgh office.

As the first point of contact for the business, the BDM must be able to efficiently and professionally qualify and manage high volumes of prospective clients through to their initial meeting with the advice team - and maintain a high touch relationship with those individuals until they have successfully completed their client onboarding process.

Key Responsibilities:

  • Qualifying and converting high volumes of new business enquiries from prospective clients (in multiple time zones) generated by ongoing digital marketing campaigns
  • Quickly establishing trust and developing relationships with prospective clients, providing high touch contact to support their end-to-end progress through the advice and onboarding journey
  • Managing calendars and diaries across international time zones
  • Working in our Edinburgh Head Office with the Director of Marketing to actively develop and execute an ambitious client acquisition growth plan
  • Achieving KPIs and meeting commercial targets


  • Experience in a telesales or telemarketing role background within financial services
  • Evidence of working in a similar role with demonstrable success in meeting exacting targets and delivering growth
  • Experience of Salesforce, XPlan or similar CRM systems is advantageous


  • Salary up to £30,000 (DOE)
  • Attractive and uncapped performance related bonus structure
  • 34 days' holiday, inclusive of bank holidays and Christmas closure
  • Employee Ownership Scheme
  • Workplace Pension (Salary Exchange)
  • Income Protection Scheme
  • Death in Service (4x Salary)
  • Access to Help@Hand App supporting employee mental health

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