At a Glance
- Tasks: Drive sales and build relationships with financial advisers using innovative tech tools.
- Company: Join BlackRock, a leader in wealth management and technology.
- Benefits: Enjoy flexible time off, education reimbursement, and comprehensive health resources.
- Other info: Dynamic hybrid work model with strong career growth opportunities.
- Why this job: Make a real impact in the financial industry while developing your skills.
- Qualifications: Sales experience and a passion for finance are key to success.
The predicted salary is between 35000 - 45000 £ per year.
About this role
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 financial advisers and wealth managers. The 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 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. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock:
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
Account Manager - UK Adviser Sales Business Development (Edinburgh based) employer: LGBT Great
BlackRock is an exceptional employer, offering a dynamic work environment in Edinburgh that fosters collaboration and innovation. With a strong focus on employee development through rigorous training programmes and a hybrid work model, employees benefit from flexible working arrangements and comprehensive support for their well-being. The company’s commitment to financial well-being extends not only to its clients but also to its employees, providing a range of benefits that promote personal and professional growth.
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 their tech tools like Portfolio 360. This knowledge will help you sound confident and credible during your calls.
✨Tip Number 2
Practice your pitch! Role-play with a friend or in front of a mirror. The more comfortable you are with your delivery, the better you'll engage with potential clients over the phone.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insights and even referrals that might just land you that interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at BlackRock.
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 tech-fluency is key for this role, don’t forget to mention any CRM tools or portfolio analytics software you’ve used. We love candidates who can seamlessly integrate technology into their sales processes!
Be Personable and Engaging:Your written communication should reflect your personality! Use a friendly tone and make it engaging. Remember, we’re looking for someone who can build great relationships with advisers, so let that shine through in your application.
Follow Up:After submitting your application through our website, consider sending a follow-up email. It shows your enthusiasm for the role and gives us a chance to see your proactive side. We appreciate candidates who take initiative!
How to prepare for a job interview at LGBT Great
✨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, and multi-asset capabilities, as well as the Portfolio 360 tool. This knowledge will help you confidently discuss how you can drive sales and engage with financial advisers.
✨Master the Art of Telephone Engagement
Since this role heavily involves telephone-based calls, practice your phone skills. Role-play with a friend or family member to simulate opening conversations and pitching products. Focus on being confident, persuasive, and clear in your communication to ensure you can effectively activate sales opportunities.
✨Showcase Your Tech Fluency
Highlight your experience with CRM technology and any sales tools you've used in the past. Be prepared to discuss how you’ve integrated technology into your sales process. This will demonstrate your ability to adapt to BlackRock’s tech-enabled engagement model and your readiness to champion tools like Portfolio 360.
✨Demonstrate Resilience and Adaptability
In a fast-paced environment, showcasing your resilience is key. Prepare examples from your past experiences where you successfully handled pressure or setbacks. This will illustrate your results-oriented mindset and ability to maintain focus while driving sales, which is crucial for this role.
