Business Development Manager (Financial Services) Offshore Markets
Pinnacle Consulting- Posted a day ago
- Be among the first 10 applicants
Job Description
We are looking for a commercially driven Business Development Manager (Financial Services) to help expand our presence across offshore markets by building strategic partnerships with financial advisory firms, agencies and adviser networks.
This role is ideal for someone who understands financial services, enjoys developing new markets and relationships, and can communicate effectively across both traditional and digital channels.
The OpportunityYou will be responsible for identifying and developing collaboration opportunities with financial advisory firms and agencies that are looking to broaden their proposition through offshore wealth and financial solutions for their clientele.
Rather than focusing solely on direct-to-consumer sales, this role is centred on B2B relationship development, partnership building and market expansion.
You will work closely with advisers and business owners to understand their client needs, identify suitable offshore opportunities and support them in integrating these solutions into their existing advisory proposition.
Key Responsibilities- Develop and expand partnerships with financial advisory firms, agencies and adviser networks across selected offshore markets.
- Identify firms that are looking to enhance their existing proposition with offshore financial and wealth solutions.
- Build strong, long-term relationships with business owners, agency leaders, advisers and key decision-makers.
- Understand partners client profiles and business models in order to recommend relevant collaboration opportunities.
- Support partner firms through onboarding, product familiarisation, business development and ongoing servicing.
- Work closely with internal stakeholders to ensure a smooth and professional experience for both partners and their clients.
- Develop market-entry and business-development strategies for new offshore markets.
- Generate leads and build industry relationships through networking, referrals, events and digital outreach.
- Use LinkedIn, social media and digital marketing channels to identify prospects, develop thought leadership and create new business opportunities.
- Create and support targeted social media campaigns, outreach initiatives and partnership communications.
- Track partnership pipelines, business activity and market opportunities to drive sustainable growth.
- Maintain a strong client-first and partner-first service mindset throughout every stage of the relationship.
You should be someone who is entrepreneurial, relationship-driven and comfortable operating in a fast-growing environment.
Ideally, you will have:
- Experience in financial services, wealth management, insurance, banking or financial advisory.
- Strong business development, partnership management or distribution experience.
- A good understanding of how financial advisory firms and agencies operate.
- An interest in offshore wealth, cross-border financial solutions and international client opportunities.
- Strong interpersonal, presentation and negotiation skills.
- The ability to engage confidently with senior advisers, agency leaders and business owners.
- Good working knowledge of LinkedIn, social media marketing and digital lead generation.
- The ability to create professional content and use social channels strategically for business development.
- A highly responsive, service-oriented and client-first mentality.
- Strong ownership, initiative and the ability to develop markets independently.
- The ability to work across cultures and build trust with partners from different markets.
Success in this role is not measured simply by the number of contacts made.
It is about building a strong and sustainable ecosystem of advisory partners who see us as a trusted extension of their business — helping them provide broader solutions, serve their clients more effectively and unlock new areas of growth.
Why Join UsAt Pinnacle Consult, we are building a broader financial services ecosystem that combines advisory expertise, partnership development and access to differentiated wealth solutions.
You will have the opportunity to:
- Play a key role in developing new offshore markets.
- Build relationships with established financial advisory businesses and industry leaders.
- Work with differentiated financial and wealth solutions.
- Develop both traditional and digital business-development strategies.
- Grow alongside an expanding platform with significant regional ambitions.
- Build a long-term career around partnerships, distribution and international financial services.
If you are passionate about financial services, business development and building meaningful partnerships across markets, we would like to hear from you.
