Full job description About our client Our client is a London-based investment manager with a growing range of funds across equities and fixed income. They are building out their UK sales presence and are looking for a motivated junior to join at an early stage.
The opportunity This is a chance to start your sales career in financial services close to the investment team, in a business where you can make a real impact.
*Join a growing business at the start of its UK build
*Direct access to senior management and portfolio managers
*Hands-on learning about funds, markets and the intermediary landscape
*Real exposure and responsibility from day one
*Incentive arrangements linked to business growth
*Clear scope to develop and progress as the business scales
Role and responsibilities
Sales and business development
*Research and engage prospective clients across the UK intermediary market, including advisers, wealth managers and discretionary fund managers
*Build and manage a structured pipeline of relationships
*Run a consistent outreach programme against clear activity targets (calls, meetings, follow-ups)
*Support attendance at events, roadshows and industry conferences
*Contribute to quarterly and annual growth targets
Relationship and platform support
*Build working relationships with clients and platform contacts
*Help monitor fund visibility, data quality and listing accuracy across platforms
*Support efforts to widen access to the funds
Investment communication
*Learn to present the funds’ investment themes, market outlook and positioning
*Work with the investment team to keep sales materials current and accurate
Marketing and market intelligence
*Help coordinate factsheets, presentations and due diligence questionnaires
*Use market data and industry tools to prioritise sales activity
Compliance
*Ensure all client communications meet FCA financial promotion rules
*Keep accurate records of client interactions in line with regulatory requirements
About you
Essential
*Some experience in a sales, business development, client-facing or relationship management role (financial services experience is not required)
*Strong communication skills, written and verbal
*Genuine interest in financial markets and investment
*Comfortable with targets, structured outreach and building a pipeline
Desirable
*Degree in a relevant discipline such as finance, economics or business
*Exposure to financial services, fund management or wealth management
*Progress towards, or completion of, IMC or an equivalent qualification
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