Business Development Manager – Leeds
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The role
A Business Development Manager is sought to enhance Puma Investments' profile and expand its client base across Yorkshire. The role involves building relationships with UK Financial Advisers, supporting and promoting investment offerings like VCT, EIS, and IHT. Responsibilities include organising meetings, events, and campaigns, providing excellent client service, and collaborating with internal teams. The position requires experience in sales, especially in investment products, and proficiency in CRM, Excel, and PowerPoint. Personal qualities such as adaptability, communication skills, and a client-focused approach are essential. The role demands a proactive attitude, integrity, and a drive to succeed in a high-performance environment.
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