At a Glance
- Tasks: Manage and grow relationships with fund managers, promoting investment strategies across the South.
- Company: Join a leading global investment management firm known for its diverse and in-demand products.
- Benefits: Enjoy competitive pay, potential remote work options, and opportunities for professional growth.
- Other info: Represent the firm at events and collaborate with marketing and investment teams for client success.
- Why this job: Be part of a dynamic team, enhance your sales skills, and make a real impact in finance.
- Qualifications: Experience in intermediary sales or a strong desire to transition from internal sales roles is essential.
The predicted salary is between 43200 - 84000 £ per year.
This range is provided by Bruin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Bruin
Associate Director - Sales & Marketing at Bruin & Mental Health First Aider
We’re 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’ll 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.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Sales and Business DevelopmentIndustries
Financial Services and Investment Management
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#J-18808-LjbffrRegional Sales Manager - South employer: Bruin
As a leading global investment management firm, we pride ourselves on fostering a dynamic and inclusive work environment that empowers our employees to thrive. With a strong focus on professional development, we offer tailored training programmes and opportunities for career advancement, ensuring that our team members can grow alongside the company. Located in the South of England, our collaborative culture encourages innovation and relationship-building, making it an ideal place for ambitious sales professionals to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Sales Manager - South
✨Tip Number 1
Network with professionals in the investment management sector, especially those who have experience with discretionary fund managers (DFMs) and high-end IFAs. Attend industry events and seminars to make connections that could lead to referrals or insights about the role.
✨Tip Number 2
Research the specific investment products offered by the firm you're applying to. Understanding their fund range will allow you to tailor your conversations and demonstrate your genuine interest in their offerings during interviews.
✨Tip Number 3
Prepare to discuss your previous sales experiences in detail, particularly any successes you've had in managing relationships with DFMs or wealth managers. Be ready to share specific examples of how you've grown client engagement and increased assets under management (AUM).
✨Tip Number 4
Familiarise yourself with the latest market trends and competitor activities in the financial services sector. Being knowledgeable about current developments will not only help you in interviews but also position you as a valuable asset to the team.
We think you need these skills to ace Regional Sales Manager - South
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in intermediary sales and relationship management, particularly with discretionary fund managers (DFMs) and high-end IFAs. Use specific examples to demonstrate your achievements in these areas.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for investment management and your understanding of the firm's product range. Mention how your skills align with the responsibilities outlined in the job description, such as developing strategic sales plans and managing client relationships.
Highlight Relevant Skills:Emphasise key skills such as relationship-building, strategic planning, and market insight in your application. These are crucial for the role and should be evident in both your CV and cover letter.
Showcase Your Autonomy:Since the role requires a high degree of autonomy, provide examples in your application that illustrate your ability to work independently and manage your own territory effectively. This could include past experiences where you successfully drove sales or developed client relationships without direct supervision.
How to prepare for a job interview at Bruin
✨Know Your Products Inside Out
Make sure you have a solid understanding of the investment products offered by the firm. Be prepared to discuss how these products can meet the needs of discretionary fund managers and high-end IFAs, as this will demonstrate your expertise and ability to tailor solutions.
✨Showcase Your Relationship-Building Skills
Since managing and deepening relationships is key for this role, come prepared with examples of how you've successfully built and maintained client relationships in the past. Highlight any specific strategies you've used to engage clients and drive sales.
✨Prepare for Market Insights Discussion
Be ready to share your thoughts on current market trends and how they might impact the firm's offerings. This shows that you're not only knowledgeable about the products but also aware of the broader financial landscape, which is crucial for a Regional Sales Manager.
✨Demonstrate Your Strategic Thinking
Think about how you would develop and execute a strategic sales plan for the South region. Be prepared to discuss your approach to identifying new business opportunities and nurturing prospects through the sales funnel, as this will highlight your proactive mindset.
