At a Glance
- Tasks: Build relationships with financial advisers and promote investment solutions.
- Company: Join a boutique UK asset manager with £1.5 billion in assets.
- Benefits: Enjoy a flexible work environment with opportunities for travel and networking.
- Other info: Remote work is encouraged, and all backgrounds are welcome to apply.
- Why this job: Be part of a dynamic team focused on customised investment solutions and brand growth.
- Qualifications: Sales experience in asset management and strong understanding of investment products required.
The predicted salary is between 43200 - 72000 € per year.
Our client is a boutique UK asset manager with approximately £1.5 billion in assets under management. The firm specialises in managing segregated mandates and offers a comprehensive suite of over 80 Model Portfolio Services (MPS) for financial advisers. With a strong heritage and a focus on delivering high-touch, customised investment solutions, they are looking to expand their reach in the UK IFA market. This role is open to candidates ideally based in Oxford/Tunbridge/Redhill; however, London will also be considered.
Key responsibilities:
- Proactively identify, approach, and build relationships with IFAs, wealth managers, and other financial intermediaries.
- Promote the firm’s full suite of investment solutions, with a strong emphasis on its MPS offering.
- Develop and execute a sales plan to meet new business and revenue targets.
- Attend client meetings, industry events, and conferences to raise brand awareness.
- Maintain up-to-date CRM records and produce regular sales reporting.
Candidate Profile:
- Demonstrated success in a sales role within the asset management industry.
- Experience engaging with IFAs and intermediaries is essential.
- Strong understanding of MPS, DFM solutions, or broader multi-asset/single-strategy investment products.
- Excellent prospecting skills and a hunter mentality – able to open new doors and convert interest into business.
- Self-motivated and highly autonomous; thrives in a remote, independently driven environment.
- Comfortable with regular UK travel to meet clients and attend events.
BDM [South-East based] employer: Mason Blake
As a boutique UK asset manager, our client offers a dynamic and supportive work environment that prioritises employee growth and development. With a strong focus on customised investment solutions, employees are encouraged to build meaningful relationships within the financial services sector while enjoying the flexibility of remote work. Located in the vibrant South-East, this role provides unique opportunities to engage with industry leaders and participate in high-profile events, making it an excellent choice for those seeking a rewarding career in asset management.
StudySmarter Expert Advice🤫
We think this is how you could land BDM [South-East based]
✨Tip Number 1
Network actively within the asset management industry. Attend local financial events, seminars, and conferences where you can meet IFAs and wealth managers. Building these relationships can give you a significant edge in understanding their needs and how to position your future employer's offerings.
✨Tip Number 2
Familiarise yourself with the specific Model Portfolio Services (MPS) offered by our client. Understanding the nuances of these products will allow you to engage more effectively with potential clients and demonstrate how these solutions can meet their investment needs.
✨Tip Number 3
Develop a strong personal brand on professional networking platforms like LinkedIn. Share insights about the asset management industry, comment on relevant news, and connect with professionals in the field. This visibility can help you stand out when applying for the BDM role.
✨Tip Number 4
Prepare to discuss your sales achievements in detail during interviews. Be ready to share specific examples of how you've successfully engaged with IFAs and intermediaries, as well as your strategies for meeting or exceeding sales targets in previous roles.
We think you need these skills to ace BDM [South-East based]
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in sales within the asset management industry. Emphasise any previous roles where you engaged with IFAs and intermediaries, showcasing your understanding of MPS and DFM solutions.
Craft a Compelling Cover Letter:Write a cover letter that specifically addresses the key responsibilities outlined in the job description. Mention your proactive approach to building relationships and how you plan to promote the firm's investment solutions.
Showcase Your Achievements:In both your CV and cover letter, include quantifiable achievements from your past roles. For example, mention any sales targets you exceeded or successful strategies you implemented to engage new clients.
Research the Company:Familiarise yourself with the boutique asset manager's offerings and their position in the UK IFA market. This knowledge will help you tailor your application and demonstrate your genuine interest in the role.
How to prepare for a job interview at Mason Blake
✨Know Your MPS Inside Out
Make sure you have a solid understanding of the Model Portfolio Services (MPS) offered by the firm. Be prepared to discuss how these solutions can benefit financial advisers and how they compare to competitors.
✨Demonstrate Your Sales Success
Come ready to share specific examples of your past sales achievements in the asset management industry. Highlight your experience engaging with IFAs and intermediaries, showcasing your ability to build relationships and close deals.
✨Showcase Your Hunter Mentality
Emphasise your proactive approach to identifying and approaching potential clients. Prepare to discuss strategies you've used in the past to open new doors and convert interest into business.
✨Be Ready for Travel Discussions
Since the role involves regular UK travel, be prepared to discuss your flexibility and willingness to meet clients and attend events. This shows your commitment to building relationships and promoting the firm's offerings.
