Background
The successful candidate will support the growth and retention of Jupiter’s business with key national wealth manager clients and other discretionary clients in London. They will work closely with client investment teams, the UK Wealth team and wider UK Sales team to progress Jupiter funds from approved status to investment, defend existing holdings, and turn client and market insight into focused commercial action.
Key Responsibilities
Grow and defend client relationships
- Build trusted working relationships with investment management teams at national wealth managers, particularly London-based clients.
- Work with UK Wealth colleagues to identify priority firms, investment teams, funds and client opportunities, and agree clear account plans and next steps.
- Drive conversion of Jupiter funds that are already on client approved lists by understanding each client’s selection process, portfolio needs and barriers to allocation.
- Support the defence of existing Jupiter assets by maintaining regular client dialogue, identifying concerns or potential outflows early, and coordinating an appropriate response with sales colleagues and fund managers.
Bring investment and market insight
- Develop and maintain strong technical knowledge of Jupiter’s funds, investment processes, portfolio roles, risks and relevant market context.
- Capture and share client views on asset classes, investment styles and portfolio positioning, including areas attracting interest and areas facing reduced demand.
- Translate client feedback and market developments into timely, practical insight for the UK Wealth team and investment colleagues.
Create high-quality client engagement
- Plan and deliver bespoke fund manager breakfasts, lunches and other meetings with a clear client rationale, relevant attendee list and agreed follow-up.
- Prepare thoroughly for client meetings, support compelling and accurate investment discussions, record outcomes, and ensure actions are completed promptly.
- Work collaboratively with sales colleagues, fund managers, product specialists, marketing and other internal teams to deliver a joined-up client experience.
Manage execution and reporting
- Maintain accurate and current client, meeting, opportunity and asset-defence records in the firm’s CRM and reporting tools.
- Provide clear updates on pipeline progression, client feedback, risks, agreed actions and outcomes; escalate material concerns promptly.
- Follow Jupiter’s conduct, compliance and communications requirements in all client activity and materials.
Desired Skills / Experience
- Experience working with UK wealth management clients, with established exposure to London-based firms and investment decision-makers.
- A track record in a client-facing role within asset management or wealth management
- Good technical understanding of investments and financial markets, including the ability to explain fund strategies, portfolio roles and risks clearly.
- Understanding of how wealth managers assess funds, use approved lists and progress ideas through research, due diligence and portfolio allocation.
- Relevant investment qualification, or progress towards one, is desirable.
- Collaborative and dependable, with the confidence to take ownership and follow through on commitments.
- Commercially focused and organised, able to prioritise across several client relationships and opportunities.
- Credible communicator who can adapt technical investment information to the needs of different audiences.
- Curious about client needs and market direction, with sound judgement about when to raise a concern or involve colleagues.
- Salesforce competent
Additional Role Details
- This role is subject to the Conduct Rules set by the FCA.
Work arrangement
We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home. This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.
Interim Sales Director - UK Wealth employer: Jupiter Asset Management
Jupiter is an exceptional employer, offering a vibrant work culture that prioritises employee well-being and professional growth. Located in the heart of London, our office is designed to foster an active lifestyle with ample natural light, recreational facilities, and proximity to green spaces, all while supporting a flexible hybrid working model that enhances work-life balance. As a Senior Finance Business Partner, you will have the opportunity to collaborate with senior stakeholders, drive strategic financial initiatives, and contribute to a high-performing team dedicated to excellence and continuous improvement.
