At a Glance
- Tasks: Build and maintain relationships with key wealth management clients in London.
- Company: Join a leading asset management firm focused on client success.
- Benefits: Enjoy a hybrid work model, competitive salary, and professional growth opportunities.
- Other info: Collaborative environment with a focus on work/life balance.
- Why this job: Make a real impact by driving investment decisions and client engagement.
- Qualifications: Experience in wealth management and strong communication skills required.
The predicted salary is between 75600 - 92400 £ per year.
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 in London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Interim Sales Director - UK Wealth in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Jupiter Asset Management. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Jupiter Asset Management.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Jupiter Asset Management. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Interim Sales Director - UK Wealth in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Jupiter Asset Management and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Jupiter Asset Management how you can be a team player!
How to prepare for a job interview at Jupiter Asset Management
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Jupiter Asset Management.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Jupiter Asset Management's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
