Puma Investments
Business Development Manager
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Puma Investments are looking for a Business Development Manager to join our Business Development team, covering the Yorkshire region.
Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact.
Working as part of the overall Business Development team, this role plays a crucial part in raising the profile of Puma Investments and its range of investment offers. The primary focus will be on developing existing and new relationships with UK Financial Advisers across Yorkshire.
This role is a Certified role under the FCA’s Senior Managers and Certification Regime (SM&CR). This means you will be subject to some regulatory background checks before you start in role and evidence of your qualifications will also be required where necessary.
Role Responsibilities:
- Work closely with the regional Internal BDM to provide ongoing support, assistance and exceptional customer service for our clients, both current and prospective
- Build and deliver the business plan for the region
- Responsible for promoting and fundraising for Puma Investments’ range of offerings, including VCT, EIS and IHT offers through proactive measures to increase fundraising through proactive measures including conducting face to face meetings, hosting training events such as workshops and seminars and executing any initiatives agreed with the Head of Business Development
- Work with the regional Internal BDM to handle incoming queries (in meetings, on phone calls or via email) from financial intermediaries, actioning as appropriate
- Attend and speak at roadshows and events, acting as an ambassador for Puma Investments
- Gather feedback via the adviser market to help develop new products and campaigns
- Work closely with the Client Relations, Operations (Client Onboarding and Fund Operations & Data), and Marketing teams to facilitate the best support possible for our primary clients
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Experience Required:
- Demonstrable experience in a sales role, specifically focused on investment products
- Experience working with intermediaries, particularly IFAs, ideally in respect of tax-efficient products
- Excellent client relationship management and interpersonal skills, with the motivation and ability to deliver exceptional customer service
- High quality consultative sales skills and approach
- Ability to build and grow own bank of clients (advisers)
- Possess a drive and attitude to excel in a high-performing sales-based environment whilst maintaining high levels of client service and integrity demonstrated across the business
- Interest in self-development, continually looking for ways to improve and develop individually and the business
- An ability and appetite to learn a new product set
- Experience of using CRM systems, Excel and PowerPoint
Personal Attributes:
- Kind
- Values-driven
- Excellent communicator
- Collaborative and approachable
- Adaptable and willing to get stuck into whatever needs doing
- Depth of character and gravitas but operating with humility
- The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
- Energy, dynamism, and passion for complex business challenge
- Organised, rigorous and disciplined
- Pragmatic and practical
- Inquisitive, keen to understand ‘why?’
About Us
Founded in 2012, Puma Capital Group is an award-winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors.
The Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners:
- Puma Investments
- Puma Property Finance
- Puma Growth Partners
- Puma Public Markets
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Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £2 billion in property developments across the UK. We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas.
In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh.
It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success.
At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status.
We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development.
Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!
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