A number of regional roles exist nationally for experienced and highly successful sales/business development professionals. Due to continued success and profitability, this prestigious Discretionary Fund Management business is seeking BDMs with a strong track record of investment sales via the IFA/intermediary channel. They are also keen to consider individuals from high-quality company/wrap platform environments.
The role will suit a target-driven individual with an established network of contacts within the financial intermediaries’ marketplace and the proven ability to open doors and drive new revenue streams. Applicants will demonstrate a strong client focus, a consultative sales approach and strong knowledge of discretionary investment management within the private wealth space. These attributes will be complemented by confident, high impact presentation skills and excellent knowledge of the UK Regulatory environment. Qualifications equivalent to IMC/OFQUAL level 4 are desirable.
The role will involve promoting the firm’s range of investment solutions, working on strategic projects relating to the development of the intermediary business and brand promotion and working closely with third party providers in order to maximise market coverage and revenue-generating opportunities.