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- Tasks: Manage and grow relationships with fund managers, promoting investment strategies across asset classes.
- Company: Join a leading global investment management firm with a strong reputation.
- Benefits: Competitive salary, career growth opportunities, and a dynamic work environment.
- Why this job: Make an impact in the financial sector while building valuable client relationships.
- Qualifications: Experience in intermediary sales and a passion for investments are essential.
- Other info: Autonomous role with opportunities to represent the firm at events.
The predicted salary is between 43200 - 58800 £ per year.
We are working in partnership with a leading global investment management firm to find a dynamic Regional Sales Manager to cover the South of England. With a strong reputation and a diverse and in-demand product set, this firm offers a compelling proposition for both clients and ambitious sales professionals.
This is a key territory within the UK intermediary team, with strong existing relationships and significant potential for further growth. The client base is primarily made up of discretionary fund managers (DFMs), alongside some high-end IFAs. You will be responsible for managing and deepening these relationships, promoting a high-quality fund range across equities, fixed income and alternatives.
This opportunity would suit either an experienced field-based sales professional or someone ready to step up from a hybrid or internal sales role, particularly those with exposure to DFM or wealth manager relationships. What matters most is your drive, relationship-building ability and genuine interest in investments.
The successful candidate will be involved in:
- Manage and grow relationships with discretionary fund managers (DFMs), high-end IFAs, and wealth management firms across the South West region
- Develop and execute a strategic sales plan to increase regional AUM and deepen client engagement
- Present and promote the firm's range of investment strategies across asset classes, tailoring messaging to client needs
- Collaborate closely with other internal stakeholders such as the marketing and investment teams to deliver a seamless client experience
- Identify new business opportunities within the region, nurturing prospects through the sales funnel
- Provide market insights, client feedback, and competitor intelligence to support product positioning and development
- Maintain accurate records of client activity and pipeline through CRM systems
- Represent the firm at regional events, seminars, and conferences to enhance brand presence and build relationships
- Support and educate clients on investment capabilities, performance updates, and relevant market developments
- Ensure compliance with all regulatory and internal requirements in client interactions and reporting
The ideal candidate will have:
- A background in intermediary sales within asset management, with a strong understanding of investment products
- Either an experienced field salesperson or someone looking to make the transition from a hybrid/internal sales role
- Demonstrated experience or strong potential in managing relationships with DFMs and/or high-end IFAs
- Highly motivated, self-sufficient, and confident operating with a high degree of autonomy
For more information, please apply here or email Chris at Christopher.rolfe@bruinfinancial.com.
Regional Sales Manager - South in London employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Sales Manager - South in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry folks at events, seminars, and conferences. Building relationships is key, so don’t be shy about introducing yourself and chatting about your passion for investments.
✨Tip Number 2
Tailor your pitch! When you meet potential clients or partners, make sure to customise your message to their needs. Show them how your experience aligns with their goals, especially if you’ve got a background in DFM or wealth management.
✨Tip Number 3
Stay organised! Keep track of your interactions and follow-ups using a CRM system. This will help you manage your pipeline effectively and ensure you’re nurturing those leads properly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and show your interest in the role. Plus, it gives us a chance to see your enthusiasm right from the start!
We think you need these skills to ace Regional Sales Manager - South in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Regional Sales Manager. Highlight your experience with discretionary fund managers and any relevant sales achievements. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for investments and your relationship-building skills. Let us know why you're excited about this opportunity and how you can contribute to our success.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to grow client relationships and drive sales. Numbers speak volumes, so include metrics where possible to back up your claims!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Bruin
✨Know Your Numbers
Before the interview, brush up on your sales metrics and achievements. Be ready to discuss specific figures related to your past performance, such as AUM growth or client retention rates. This will show your potential employer that you’re results-driven and understand the importance of numbers in sales.
✨Research the Firm's Products
Familiarise yourself with the firm’s range of investment strategies across equities, fixed income, and alternatives. Understanding their product set will allow you to tailor your responses and demonstrate how you can effectively promote these offerings to clients.
✨Build a Relationship Strategy
Prepare a brief outline of how you would manage and deepen relationships with DFMs and high-end IFAs in the South West region. Think about your approach to client engagement and how you can leverage existing relationships to drive growth.
✨Showcase Your Market Insights
Be ready to discuss current market trends and how they impact investment strategies. Sharing your insights during the interview will not only highlight your expertise but also show your genuine interest in the industry and your proactive approach to staying informed.
