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- Tasks: Drive new business opportunities and build relationships with clients in wealth management.
- Company: Join Morningstar, a global leader in investment insights with over $300 billion in assets managed.
- Benefits: Enjoy a hybrid work environment, flexible benefits, and collaboration with global colleagues.
- Why this job: Shape the future of investing while empowering investor success in a dynamic team culture.
- Qualifications: Experience in UK Financial Services and proven sales track record required.
- Other info: Must disclose personal investments to ensure compliance with company policies.
The predicted salary is between 43200 - 72000 £ per year.
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Wealth Business Development Manager – Midlands
About Morningstar:
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role:
As our Wealth Business Development Manager for the Midlands region, you’ll be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients. Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi-asset funds, and wealth platform. You will build meaningful, trust-based, consultative relationships with clients, conducting meetings both face-to-face and remotely to increase awareness of our products and develop cross-selling opportunities.
What You’ll Do
- Identify, generate, and qualify new business leads.
- Support the business in planning and delivering on targets.
- Grow funds under management by developing relationships.
- Assist in preparing and delivering presentation materials.
- Schedule, prepare, and deliver training sessions with intermediary clients.
- Ensure delivery of proposals and marketing documents.
- Monitor competitors and market trends to strategically develop our business.
- Build trusted relationships within the company to exceed client expectations.
- Adhere to risk and compliance policies to maintain the integrity of our firm.
- Attend sales meetings.
Who You Are
- Extensive experience in UK Financial Services Sector.
- Proven track record in investment/platform sales.
- Excellent relationship management skills.
- Confident telephone manner.
- Effective communicator and team player.
Ready to Shape the Future?
At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
If you accept an offer, personal and related investments must be disclosed confidentially to our Compliance team. These will be reviewed for conflicts of interest, which may require liquidation. Certain employee accounts must be held with an approved broker, depending on your department and location.
Our hybrid work environment offers remote work and in-person collaboration, typically three days a week. Additional benefits are available to support flexibility and engagement with our global colleagues.
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Business Development Manager employer: Morningstar
Contact Detail:
Morningstar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager
✨Tip Number 1
Network actively within the financial services sector, especially in the Midlands. Attend industry events and seminars to meet potential clients and other professionals who can refer you to opportunities at Morningstar.
✨Tip Number 2
Familiarise yourself with Morningstar's products and services. Understanding their offerings will allow you to speak confidently about how you can help grow funds under management and develop meaningful relationships with clients.
✨Tip Number 3
Prepare for interviews by practising your relationship management skills. Be ready to discuss specific examples of how you've successfully built trust-based relationships in previous roles, as this is crucial for the Business Development Manager position.
✨Tip Number 4
Stay updated on market trends and competitor activities in the wealth management space. This knowledge will not only help you in interviews but also demonstrate your proactive approach to business development.
We think you need these skills to ace Business Development Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Wealth Business Development Manager. Tailor your application to highlight relevant experience in developing business opportunities and managing client relationships.
Highlight Relevant Experience: In your CV and cover letter, emphasise your extensive experience in the UK Financial Services Sector and any proven track record in investment/platform sales. Use specific examples to demonstrate your success in growing funds under management.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your relationship management skills and effective communication style. Mention how you can contribute to Morningstar's mission and align with their values.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Morningstar
✨Know Your Numbers
As a Business Development Manager, you'll need to demonstrate your understanding of financial metrics. Be prepared to discuss how you've successfully grown funds under management in previous roles and provide specific examples of your achievements.
✨Build Rapport
Relationship management is key in this role. During the interview, focus on showcasing your ability to build trust-based relationships. Share stories that highlight your consultative approach and how you've effectively engaged with clients in the past.
✨Stay Informed on Market Trends
Demonstrating knowledge of current market trends and competitor activities will set you apart. Research recent developments in the financial services sector and be ready to discuss how these trends could impact Morningstar's business strategy.
✨Prepare Engaging Presentation Materials
Since you'll be involved in preparing and delivering presentations, it's crucial to show your skills in this area. Bring examples of past presentation materials you've created and be ready to discuss how you tailor your content to different audiences.
