Puma Investments
Hybrid Business Development Manager x 2 (1 x East Midlands, 1 x East Anglia)
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Puma Investments is looking for two Hybrid Business Development Managers to join our Business Development team. One role will cover the East Midlands region, whilst the other will cover East Anglia.
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.
These roles have a hybrid focus of internal and external business development efforts and activity. Working as part of the Business Development team, they will assist 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 wealth managers and IFAs.
Role Responsibilities:
- Offering ongoing support and management to our clients (current and prospective)
- Liaising with internal and external parties to ensure effective communication relating to inbound contact, requests for literature and investor information
- Handling telephone queries from financial intermediaries and actioning as appropriate
- Responsibility for helping to increase fundraising through proactive measures such as cold calling to arrange meetings and any initiatives agreed with the Head of Business Development
- Attending and speaking at roadshows and events alongside and acting as an ambassador for the Puma Investments business
- Working closely with the Client Relations, Operations (Client Onboarding and Fund Operations & Data), and Marketing team
- Gathering of feedback via the adviser market to help develop new products and sales and marketing campaigns
- Contributing to the delivery of regional, quarterly fundraising targets
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Experience Required:
- Proven experience in a sales role working with intermediaries (particularly IFAs), ideally in respect of tax-efficient products
- Demonstrable client relationship management and interpersonal skills, attention to detail and a meticulous approach to work
- Experience in working towards and exceeding targets and KPIs
- High quality consultative sales skills and approach
- Ability to build and grow own bank of clients (advisers)
- The drive and attitude to excel in a sales-based environment whilst maintaining high levels of client services and integrity
- Previous experience of working with CRM systems (ideally Dynamics)
- Sound commercial knowledge
Personal Attributes:
- Kind
- Values-driven
- Excellent communicator
- 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
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.
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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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