Job Description
Kick start your career within financial services with hands-on exposure to global investment products. This is a fantastic opportunity for someone early in their career to develop within the financial services industry, build strong B2B relationships, and gain practical experience in asset management distribution. You'll work closely with the company director and wider sales team, developing market knowledge and commercial exposure from day one while cultivating real client relationships
Our client is a UK-based organisation that has been operating for over a decade, providing a range of outsourced client-support services across several sectors. Their core focus is on delivering high-quality customer engagement and building long-term relationships on behalf of the businesses they represent.
Our client is seeking a finance graduate eager to develop their career in financial services, working closely within the sales team to support global client relationships and gain practical business development experience.
Trainee Business Development Manager - Position Overview and Requirements
- Degree in Finance or related field (preferred)
- Contact financial intermediaries via telephone to introduce the business and product range
- Arrange meetings for Investment Specialists (1:1 and group presentations)
- Build and maintain a regional client base; provide ongoing updates on funds and the economic outlook
- Develop profitable relationships with investment platforms in your region or as assigned
- Provide feedback from the market to support product development
- Attend and participate in weekly sales calls for training and product knowledge
- Attend internal sales meetings as required
- Maintain accurate records of platforms, key contacts, communication history, and activity
- Complete reports on time and as required by management
- Carry out any other reasonable duties instructed by the Director / CEO
- Strong communication skills (telephone & written)
- Confident, proactive, and comfortable speaking with intermediaries
- Interest in financial markets and investment products
- Organised, disciplined and able to manage your own pipeline
- Career-driven and eager to learn
Trainee Business Development Manager - Position Remuneration
- Salary: 25,000 - 28,000
- Hours: Monday - Friday 8:00am - 5:30pm
- Holiday: 4 weeks holiday allowance
- Career Development (Clear progression pathway)
- Relevant market training
This role offers structured development, ongoing training, and exposure to real client relationships within a global investment environment.
Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.
