Investment Sales

2 weeks ago

London, Greater London, United Kingdom Jobs via eFinancialCareers Full time £35,000 - £67,000 per year

Investment Sales / Fund Sales / Business Development / Asset Management / Impact Investor / Private Equity
Top Asset Management Company (Impact Investing)
£35k - £42k Base + £18k - £25k Bonus (First year)
The Company
A highly entrepreneurial asset management company with a passion for impact investing, bringing retail investment funds to the Adviser / IFA market.

The Role

  • Generate inflows/income from the company's retail investment products
  • Deliver performance against objectives set at start of each half-year period
  • Contact advisors (IFAs) within specified postcodes and/or firms to promote investment product range
  • Sell across the product range with reference to areas of strategic focus/importance as they arise throughout the year
  • Target new, existing and lapsed supporters for inflow growth in all areas of the product range as appropriate
  • Take ownership of specific relationships within the region. These will include, but need not be limited to, paraplanners, admin staff and/or specific advisors / firms within the region
  • Advisor contact should include, but not be limited to, telephone, email and WebEx activity
  • Help develop adviser technical understanding including generic, product specific and client focused information
  • Schedule meetings for the Senior BDM's (targeting weekly face to face activity of 15+ meetings) and telephone/WebEx meetings for yourself
  • Update CRM system to reflect activity, pipeline and progress of relationships in the region
  • Work with Senior BDM to develop and execute a plan that will deliver above target inflows/income
  • Use available data to target advisers, accounts, products and/or areas of the business model as appropriate
  • Generate and manage pipeline, with a focus on conversion, and applications, with a focus on efficient allocation of investments
  • Make use of regional budget to create new opportunities and develop relationships through presentation, recognition and hospitality events
  • Make full use of marketing materials and other resources made available to you
  • Work with key strategic partners with a focus on distributors with whom the business has invested in a partner package or has strategic focus
  • Identify and develop large regional accounts
  • Take steps to maintain and improve own knowledge and skills (including professional qualifications) through a dynamic PDP that reflects areas of focus and improvement. Evidence progress and impact in these areas
  • Seek/create innovative solutions to develop region and proposition including new product/proposition proposals and opportunities
  • Take on 'product champion' responsibilities as directed
  • Positive Corporate Citizen – adding measurable value to all internal partnerships and teams as well as impacting positively in the wider business

Skills / Qualifications

  • Must have a minimum of 2 years sales experience within a corporate environment
  • No previous financial services experience is needed but would be beneficial
  • A track record of excellent sales performance
  • An entrepreneurial and innovative personality
  • Ambitious and driven with a desire to learn and succeed
  • Happy to complete industry qualifications within the first year (paid for a supported by the company)

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