Business Development Associate (12 month contract)
Canaccord Genuity Wealth Management UK
Sales & Business Development
Jersey
Posted on Apr 2, 2026
As a Business Development Associate, your role would be to provide high quality, efficient support to the Head of International Distribution and the broader distribution team across all International offices, serving as a primary point of contact to assist in the acquisition, servicing, and retention of clients thereby fostering deep, enduring, and trusted relationships with them.
- Application Deadline
- April 15, 2026
- Department
- International Adviser Solutions
- Employment Type
- Temporary
- Location
- Jersey
- Workplace type
- Onsite
Key Responsibilities
Client engagement and events
- Telephone/email query handling
- Actively develop strong relationships and foster trust with external stakeholders
- Organise events including investment seminars, dinners and presentations
Proactive business development
- Ensure core messages are disseminated efficiently and professionally to a wide audience
- Widen the existing net of coverage of the intermediary market
- Help the development of the strategic overview and development of intermediary sales
Administration
- Support and develop relationships with professional advisers, product providers and third parties on an ongoing basis
- Produce MI including monthly sales figures and sales managers activity
- Support due diligence of professional advisers and developments of new adviser agreements
Project Management
- Ensure that all sales projects are developed to the highest standards and in a timely and accurate fashion
- Proactively assist with ad-hoc project work
Client Service management
- Respond to all client valuation, statement or audit requests
- Ensure that periodic and trigger reviews are completed in a timely manner, tracking and following actions to completion
- Respond to non-technical investment queries / provide information on accounts, with a good understanding of processes surrounding the investment products & services available
Client documentation management
- Drive the documentation management process for all client documents including application forms, due diligence, risk assessments and screening
- Ensure accuracy and completeness of documentation, maintaining storage standards
Client Experience and continuous improvement
- Proactively consider areas for to improve the client experience and internal processes, raising suggestions regarding potential efficiency
- Work on ad-hoc projects, assisting with the implementation and development of policies, procedures, systems and controls
- Promote digital tools for clients and staff to reduce administrative burden on the business, becoming super users for relevant systems
General
- Contribute to an effective and positive risk management culture at the firm
- Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the marketplace
- Maintain appropriate level of ongoing CPD and minimum standards met within business area requirements.
Skills, Knowledge and Expertise
Technical /Qualifications
- Solid educational background
- Working knowledge of the sales process including the services and funds being promoted is advantageous
- At least 2 years’ experience within an office environment
Systems/Internal Processes
- Proficient in Microsoft Outlook and other Microsoft products
- Ability to gain an understanding of internal systems
- Ability to become proficient with Avaloq with the ability to interrogate the system as required
Regulatory Awareness/Compliance
- A good understanding of terminology used within the financial services environment
- A good understanding of compliance regulations
Core Competencies/Skills
- Excellent client service skills with an understanding of the importance of client service
- Excellent communication skills, both verbal and written with the ability to engage with diverse personalities
- Ability to prioritise own workload and work on own initiative
- Excellent attention to detail whilst working under pressure
- Organised and methodical. Able to multi-task, work to deadlines and adapt and operate effectively and efficiently
- Ability to extract and analyse data to prepare proposals
Benefits
- Competitive benefits package including contributory pension scheme
- Medical care for yourself, partner, and dependant children
- Active sports and social
- Modern office with sit-stand desks.
About Canaccord Wealth (International) Limited
Canaccord Wealth is one of the top 10 wealth managers in the UK, with offices nationwide, as well as international investment teams and operations in the Crown Dependencies.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
There is plenty of opportunity to help execute our strategy, inspire us with your passion and build a rewarding career. We encourage new ideas, energy, hard work and professionalism and show our appreciation by being committed to your ongoing development, happiness and well-being at work.
As leading experts in our field, we have exacting standards and are always looking for ambitious and hard-working colleagues to join our dedicated teams and help us deliver the best we can for our clients as well as build a successful business.
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Job description - business development associate - april 2026
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