Morningstar is seeking a senior sales professional to grow funds under management with financial advice and wealth management clients in the North East of England. You will build consultative, trust-based relationships and conduct meetings, both in person and remotely, to promote Morningstar’s portfolios and services.
The role emphasizes a proven investment/platform sales track record, excellent relationship skills, and the ability to work in a fast-paced, hybrid environment with a strong focus
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Hybrid Investment Sales Leader - North East UK employer: Morningstar
Morningstar is an exceptional employer that fosters a dynamic and inclusive work culture, offering employees the chance to thrive in a fast-paced hybrid environment. With a strong emphasis on professional development, team collaboration, and building meaningful relationships with clients, employees are empowered to grow their careers while making a significant impact in the financial services sector in the North East of England.