INTERMEDIARY SALES & BUSINESS DEVELOPMENT
Salary and Bonus Competitive
Our client is a global specialist asset manager who are looking for an Intermediary Sales & Business Development professional to join their growing UK Team. The sales role combines building on existing investor relationships as well as developing new relationships. The sales focus will be on equity managed strategies to intermediated UK Investors and includes family offices, advisory and discretionary wealth managers.
Contribute to the development of intermediated investor business covering both existing and new prospects.
Emphasis on new and cross-sales.
Present to prospects, clients and advisors.
Develop a strong understanding of the firms product set and strategies.
Conduct research into new sales opportunities across the intermediary space.
Co-ordinate and review responses to investment related questions including annual due diligence updates and new prospect RFPs.
Contribute to marketing and sales strategy activities through awareness of competitor products, product positioning and testing with clients.
Update CRM system.
Minimum three years of experience in business development / fund raising preferably from an asset manager or a placement agent / broker.
Solid knowledge across different asset classes and investment solutions / structures and understanding of UCITS.
Understands the sales process, importance of platforms and fund rating agencies. Experience with distribution / platform agreements highly desirable.
Proven track record of selling actively managed equity strategies to intermediated UK investors.
FCA regulated with IMC or equivalent.
Studying towards CFA / CAIA highly desirable.
Please apply by including your CV and a cover letter.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003
SALES, BUSINESS DEVELOPMENT, Asset Management, Financial Sales, BDM, Investment,