Business Development Assistant - UK - 508 - #1772920

Job Description

Job Description: Business Development Assistant - Wealth Management

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, Our Parent Company

Schroders has around 6,000 people on six continents. We've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team

We are one of the largest UK-based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long-term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in-house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

Team Overview

Join our Wealth Management team as a Business Development Assistant, where you will play a pivotal role in supporting our business development initiatives. We are dedicated to delivering exceptional client service and driving growth through strategic outreach and relationship management.

Role Overview

As a Business Development Assistant, you will work closely with the Business Development Directors to enhance client engagement and identify new opportunities for growth. Your contributions will be essential in ensuring that our clients receive the highest level of service and support.

Key Responsibilities

• Support the Business Development Directors in identifying and targeting prospective clients.
• Assist in the preparation and analysis of performance metrics, contributing to the overall strategic direction of the team.
• Manage and update the customer relationship management (CRM) system to track opportunities and maintain accurate records.
• Conduct comprehensive market research to identify trends and opportunities within the wealth management sector.
• Organise and coordinate client events and meetings, ensuring a seamless and professional experience.
• Collaborate with marketing, and other key stakeholders to support ongoing business initiatives.
• Handle various administrative tasks, including scheduling appointments and responding to client enquiries.
  
  

Essential Qualifications

• A degree in Business Administration, Finance, or a related field is essential.
• Previous experience in business development, sales, or administrative support within financial services is highly desirable.
• Strong analytical and organisational skills with an acute attention to detail.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite and familiarity with CRM systems.
• Ability to manage multiple priorities and work effectively under pressure.
• A proactive mindset with a strong willingness to learn and grow.
  
  

Why Join Us?

• Competitive salary and comprehensive benefits package.
• Opportunities for professional development and career advancement.
• A dynamic and collaborative team environment.
• An opportunity to contribute to a leading firm in Wealth Management.
  
  

We Recognise Potential, Whoever You Are

• Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
  
  

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.