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- Tasks: Build relationships with financial advisers and promote investment solutions.
- Company: Join a boutique UK asset manager with £1.5 billion in assets under management.
- Benefits: Enjoy a flexible work environment with opportunities for travel and networking.
- Why this job: Be part of a dynamic team focused on customised investment solutions and brand growth.
- Qualifications: Sales experience in asset management and strong understanding of investment products required.
- Other info: Open to candidates based in South-East England, including London.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a boutique UK asset manager with approximately £1.5 billion in assets under management. The firm specialises in managing segregated mandates and offers a comprehensive suite of over 80 Model Portfolio Services (MPS) for financial advisers. With a strong heritage and a focus on delivering high-touch, customised investment solutions, they are looking to expand their reach in the UK IFA market. This role is open to candidates ideally based in Oxford/Tunbridge/Redhill; however, London will also be considered.
Key responsibilities:
- Proactively identify, approach, and build relationships with IFAs, wealth managers, and other financial intermediaries.
- Promote the firm’s full suite of investment solutions, with a strong emphasis on its MPS offering.
- Develop and execute a sales plan to meet new business and revenue targets.
- Attend client meetings, industry events, and conferences to raise brand awareness.
- Maintain up-to-date CRM records and produce regular sales reporting.
Candidate Profile:
- Demonstrated success in a sales role within the asset management industry.
- Experience engaging with IFAs and intermediaries is essential.
- Strong understanding of MPS, DFM solutions, or broader multi-asset/single-strategy investment products.
- Excellent prospecting skills and a hunter mentality – able to open new doors and convert interest into business.
- Self-motivated and highly autonomous; thrives in a remote, independently driven environment.
- Comfortable with regular UK travel to meet clients and attend events.
BDM [South-East based] employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land BDM [South-East based]
✨Tip Number 1
Network actively within the asset management industry. Attend local financial events, seminars, and conferences where you can meet IFAs and wealth managers. Building these relationships can give you a significant edge in understanding their needs and how to position your future employer's offerings.
✨Tip Number 2
Familiarise yourself with the latest trends in Model Portfolio Services (MPS) and other investment products. Being knowledgeable about current market conditions and competitor offerings will help you engage more effectively with potential clients and demonstrate your expertise.
✨Tip Number 3
Develop a personal sales strategy that aligns with the firm's goals. Think about how you can leverage your existing contacts and past successes to create a tailored approach for reaching out to new clients in the IFA market.
✨Tip Number 4
Prepare to discuss your previous sales achievements in detail during interviews. Be ready to share specific examples of how you've successfully engaged with IFAs and converted leads into business, as this will showcase your capability and fit for the role.
We think you need these skills to ace BDM [South-East based]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in sales within the asset management industry. Emphasise any previous roles where you engaged with IFAs and intermediaries, showcasing your understanding of MPS and DFM solutions.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Illustrate how your skills and experiences align with their needs, particularly your ability to build relationships and develop sales plans.
Showcase Your Achievements: In both your CV and cover letter, include quantifiable achievements from your past roles. For example, mention any revenue targets you met or exceeded, or successful client relationships you developed that led to new business.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial services sector.
How to prepare for a job interview at Mason Blake
✨Know Your MPS Inside Out
Make sure you have a solid understanding of the Model Portfolio Services (MPS) offered by the firm. Be prepared to discuss how these services can benefit IFAs and wealth managers, as well as how they compare to competitors.
✨Demonstrate Your Sales Success
Come ready to share specific examples of your past sales achievements in the asset management industry. Highlight your experience engaging with IFAs and intermediaries, and be prepared to discuss your approach to building relationships.
✨Showcase Your Hunter Mentality
Emphasise your prospecting skills and your ability to open new doors. Prepare to discuss strategies you've used in the past to convert interest into business, showcasing your proactive approach.
✨Be Ready for Travel Discussions
Since the role involves regular UK travel, be prepared to discuss your flexibility and willingness to meet clients and attend events. Share any relevant experiences that demonstrate your comfort with travel in a sales context.
