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- Tasks: Drive fundraising efforts and manage key client relationships in the UK Wholesale market.
- Company: Thriving boutique investment management firm with a high-performing culture.
- Benefits: Competitive salary, dynamic work environment, and opportunities for personal growth.
- Other info: Ideal for entrepreneurial spirits eager to take ownership of their accounts.
- Why this job: Join a passionate team and make a real impact in the investment world.
- Qualifications: 5+ years of experience in fundraising and relationship management.
The predicted salary is between 43200 - 72000 £ per year.
A thriving and growing boutique investment management firm is looking for an experienced UK Wholesale Sales candidate to drive the fundraising efforts across traditional long-only products, raising assets across Fixed Income and Equities funds. The ideal candidate will have 5+ years’ experience building strong relationships and capital raising across the UK Wholesale market.
Working as part of a small high-performing investment team, you will be responsible for identifying and retaining key relationships with Private Banks, Family offices, and Wealth Managers. Key elements of the role include:
- Manage and drive new business activities across the UK to increase the firm's AUM.
- Be the primary point of contact for client requests and complete the wholesale client service procedure from start to finish.
- Attend client meetings and roadshow events with potential prospects, clients, rating agencies, and fund managers.
- Manage the sales pipeline effectively, regularly cross-selling and identifying new opportunities to raise capital.
The ideal candidate will have:
- An entrepreneurial and driven mindset, eager to work independently and take ownership of key clients in the UK Wholesale space.
- A demonstrated track record of fundraising in the long-only space, with at least 5 years’ experience.
- Experience building and retaining relationships across the IFA, Family Office, Digital platform, and Private Bank Wholesale market.
- Team player with great attention to detail.
This team has a high-performing and growing culture and is looking for an enthusiastic candidate who is passionate about sales. The role would suit a candidate who is keen to manage their own accounts and lead the sales efforts.
UK Wholesale Sales employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UK Wholesale Sales
✨Tip Number 1
Network like a pro! Attend industry events, meet-ups, and seminars where you can connect with potential clients and colleagues. Building relationships is key in the UK Wholesale market, so don’t be shy – get out there and make your presence known!
✨Tip Number 2
Be proactive in reaching out to your contacts. Follow up on previous conversations, share relevant insights, and keep them updated on your progress. This shows that you’re not just another salesperson but someone who genuinely cares about their needs.
✨Tip Number 3
Prepare for client meetings by doing your homework. Know their business, understand their challenges, and come armed with solutions. This will help you stand out as a knowledgeable partner rather than just a vendor.
✨Tip Number 4
Don’t forget to leverage our website for job applications! It’s a great way to showcase your skills and experience directly to us. Plus, we love seeing candidates who take the initiative to apply through our platform!
We think you need these skills to ace UK Wholesale Sales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the UK Wholesale Sales role. Highlight your experience in fundraising and relationship building, especially in the long-only space. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your entrepreneurial mindset and passion for sales. Tell us why you’re excited about this opportunity and how you can contribute to our high-performing team.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements in previous roles. Quantify your success in raising assets and managing client relationships. We love numbers that tell a story!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Mason Blake
✨Know Your Numbers
Make sure you’re well-versed in the key metrics and figures related to your past fundraising efforts. Be ready to discuss specific examples of how you’ve successfully raised assets across Fixed Income and Equities funds. This shows you’re not just experienced, but also results-driven.
✨Research the Firm
Dive deep into the boutique investment management firm’s background, their products, and their market position. Understanding their unique selling points will help you tailor your responses and demonstrate genuine interest during the interview.
✨Build Rapport
Since relationship-building is crucial in this role, practice how you can establish rapport with the interviewers. Use your interpersonal skills to connect with them, perhaps by referencing shared experiences or interests in the investment landscape.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing client requests or driving new business activities. Prepare structured responses using the STAR method (Situation, Task, Action, Result) to clearly articulate your thought process and outcomes.