BDM [South-East based]

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.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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