At a Glance
- Tasks: Drive sales and build relationships with financial advisers using innovative tech tools.
- Company: Join BlackRock, a leader in wealth advisory and technology-driven solutions.
- Benefits: Enjoy flexible time off, education reimbursement, and comprehensive health resources.
- Other info: Hybrid work model promotes collaboration and personal growth.
- Why this job: Shape the future of finance while developing your skills in a dynamic environment.
- Qualifications: Sales experience and a passion for technology are key to success.
The predicted salary is between 40000 - 50000 £ per year.
UK Wealth Advisory is a key client business within BlackRock, responsible for the sales and distribution of the breadth and depth of BlackRock's platform, technology and products. The business is dedicated to selling our active, index, multi-asset and private markets capabilities, alongside activating our market leading portfolio analytics technology, provided by Aladdin Wealth Technology. The scaled distribution sales team is responsible for driving commercial impact with independent financial advisers, adopting AI and portfolio analysis tools like Portfolio 360, to deliver high‑quality sales engagement.
Job purpose
The role will be critical in shaping and delivering the business's long‑term commercial ambition in the region, in an exciting and dynamic part of the Wealth market. This individual will activate sales leads in a fast‑paced environment with telephone‑and‑data‑based prospecting, client servicing, and driving sales of BlackRock's products – supported by an innovative technology setup designed to increase call conversion. This role has a rigorous training and development program which focuses on developing tech‑enabled sales techniques to drive business, while gaining strong knowledge of BlackRock's market views, products and technology. Key to performing well in this role is to possess a resilient and results‑oriented mindset, with the ability to work under pressure and leveraging our industry‑leading technology.
Key responsibilities
- Carry out telephone‑based calls to prospects, confidently opening conversations that generate or activate qualified sales opportunities.
- Proactively build great relationships with advisors to drive sales in BlackRock products, adoption of Portfolio 360 and activating product and marketing campaigns.
- Handle inbound calls from advisers and pitch BlackRock solutions to cater to their needs.
- Follow BlackRock's tech‑enabled engagement model during client calls, and action client requests and follow‑ups.
- Maintain and develop knowledge of BlackRock products, market views, marketing sales strategies and Portfolio 360 to support and service advisers.
- Ensure rigorous record‑keeping, pipeline management, and reporting standards.
Skills & qualifications
- Relevant track record in telephone‑based sales, an equivalent B2B sales role or within business development.
- Financial industry and asset management knowledge a plus.
- BA/BSc degree or equivalent experience preferred.
- IMC qualification preferred, or willingness to obtain within six months.
- High sales acumen and the desire and ability to generate sales opportunities.
- Must be confident, persuasive, and credible over the phone.
- Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships.
- Tech‑fluency and proven integration of CRM technology in sales process, with the ability to learn, adopt, and champion portfolio analytics tools and digital sales processes.
- Strong verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations.
- Able to maintain focus, motivation, and high performance under pressure, adapting quickly to setbacks or changing priorities.
- Demonstrates being a "Student of the Market" with ability to learn various investment solutions within fixed income, derivatives, alts, equities, etc.
- Ability to work in team environment while being a driven self‑starter.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well‑being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision‑making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we've provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Account Manager - UK Adviser Sales Business Development (Edinburgh based) employer: ENGINEERINGUK
BlackRock is an exceptional employer, offering a dynamic work environment in Edinburgh that fosters innovation and collaboration. With a strong focus on employee development through rigorous training programs and access to cutting-edge technology, employees are empowered to excel in their roles while enjoying comprehensive benefits that support their well-being and work-life balance. The hybrid work model further enhances flexibility, making BlackRock an attractive choice for those seeking meaningful and rewarding careers in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager - UK Adviser Sales Business Development (Edinburgh based)
✨Tip Number 1
Get to know the company inside out! Research BlackRock's products, market views, and tech tools like Portfolio 360. This knowledge will help you engage confidently during calls and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your pitch! Role-play with a friend or in front of a mirror to refine your communication skills. Being persuasive and credible over the phone is key, so make sure you sound confident and ready to tackle any questions.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider tips and might even lead to referrals, which can be a game-changer in landing that interview.
✨Tip Number 4
Don’t forget to follow up! After any interaction, whether it’s a call or a networking event, send a quick thank-you note. It shows your appreciation and keeps you on their radar, making you more memorable when they’re considering candidates.
We think you need these skills to ace Account Manager - UK Adviser Sales Business Development (Edinburgh based)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Account Manager role. Highlight your relevant experience in telephone-based sales and your understanding of the financial industry. We want to see how you can bring value to our team!
Showcase Your Tech Skills:Since we’re all about tech-enabled sales, don’t forget to mention any CRM tools or portfolio analytics software you’ve used. Demonstrating your tech fluency will definitely give you an edge in your application.
Be Results-Oriented:In your application, share specific examples of how you've driven sales or built relationships in previous roles. We love seeing a results-oriented mindset, so let us know how you’ve made an impact in your past positions!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows you’re keen on joining our team at BlackRock!
How to prepare for a job interview at ENGINEERINGUK
✨Know Your Products Inside Out
Before the interview, make sure you have a solid understanding of BlackRock's products and services. Familiarise yourself with their active, index, multi-asset, and private market capabilities. This knowledge will help you confidently discuss how these offerings can meet the needs of independent financial advisers.
✨Master the Tech Tools
Since the role involves using tech-enabled sales techniques, get comfortable with tools like Portfolio 360 and CRM systems. Practise explaining how these technologies can enhance client engagement and drive sales. Showing that you're tech-fluent will set you apart from other candidates.
✨Practice Your Pitch
Prepare for telephone-based calls by practising your pitch. Role-play with a friend or family member to simulate real conversations with advisers. Focus on being confident, persuasive, and credible over the phone, as this is crucial for generating sales opportunities.
✨Show Resilience and Adaptability
Be ready to demonstrate your ability to work under pressure and adapt to changing priorities. Think of examples from your past experiences where you've successfully navigated challenges. This will highlight your resilient mindset, which is key for thriving in a fast-paced sales environment.