Morningstar is seeking a seasoned sales professional to develop new business in the North East of England, focusing on growing funds under management across managed portfolios, multi-asset funds and wealth platforms.
You will build consultative relationships with advisers and wealth managers, conduct meetings both in-person and remotely, and identify cross-selling opportunities while maintaining compliance and risk controls.
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Wealth Management BDM - Hybrid, High-Earning Potential 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.
