At a Glance
- Tasks: Build and maintain relationships with UK pension funds to drive new business.
- Company: Leading fund manager with a focus on innovation and growth.
- Benefits: Competitive salary, career development opportunities, and a dynamic work environment.
- Why this job: Join a growing team and make a real impact in the investment management industry.
- Qualifications: Proven business development experience and strong networking skills required.
- Other info: Collaborative culture with excellent opportunities for professional growth.
The predicted salary is between 72000 - 108000 £ per year.
A leading fund manager is seeking a new business focussed sales professional with a strong network of UK pension funds to join their growing team.
Key Responsibilities & Duties:
- Maintain existing and establish new pension fund relationships, focusing on broadening awareness of the firm's investment solutions with prospective clients to generate new business.
- Engage with allocated prospects to understand their investment strategy and propose investment solutions that meet their requirements.
- Build relationships with CIOs of in-house investment teams, pension fund managers, Trustees, Consultants, and Advisors.
- Arrange prospect meetings involving the investment team, or senior management as appropriate, and prepare all participants for the meeting.
- Deliver relevant and timely follow-ups to prospect meetings and seek feedback which can be communicated to all relevant parties.
- Attend new business pitches as appropriate and if successful assume Client Director responsibilities for that relationship.
- Ensure that the corporate message and product information is well disseminated across the institutional market covering pension funds, investment consultant, and independent advisor firms.
- Provide input to prospect focused communication material, ensuring the effective communication of key messages.
- Work with the institutional marketing team on the preparation of marketing and PR material, i.e., sales pitch materials, updates, newsletters, brochures, conferences etc.
- Disseminate material produced by journalists, consultants etc. (e.g., Search trends, thought pieces, research pieces, and surveys) to all interested parties.
- Have an awareness of market trends and pension fund behaviour, informing appropriate internal parties on buying patterns and all key issues that might drive product development or impact relationships with existing clients.
- Manage institutional client relationships in accordance with the Sales and Client Service Blueprints.
- Ensure effective use of the CRM and prospect planning systems by Institutional Distribution staff to provide high-quality management information from relevant Distribution systems and sources and increase sales efforts through the maintenance and retention of accurate prospect and client data.
- Follow all relevant regulatory and corporate policies relevant to your role.
The role requires:
- In-depth understanding of the asset gathering process in the UK Institutional Market.
- Previous experience in business development - a proven ability to develop productive relationships with both an existing network of / new prospects at various levels is important.
- Ability to articulate different investment styles and sources of differentiation to potential investors.
- Ability to identify prospect needs and suggest appropriate solutions.
- Educated to degree level and preferably with the IMC.
- Possesses broad knowledge of the major asset classes such as fixed income, equities, multi-asset, alternatives etc.
- Able to develop deep relationships with key decision makers and senior client influencers, understand client issues and offer appropriate solutions.
- Effective team player who can work in partnership with others internally to build and enhance the firm's reputation in the market.
- Able to demonstrate a collaborative approach to working with UK Institutional Team colleagues and the broader EMEA Institutional Team to share and develop ideas and approaches to enhancing client relationships.
- Able to prioritize and manage time effectively to proactively develop a large number of senior-level industry relationships.
- Strong written and verbal communication and presentation skills.
- Excellent attention to detail, and problem-solving skills including the ability to interact well with the consultant and client relationships teams.
- Strong people skills and ability to develop a network.
- A strong sense of 'team' and a strong focus on client needs.
Seniority level: Director
Employment type: Full-time
Job function: Sales and Distribution
Industries: Investment Management, Financial Services, and Investment Banking
Sales Director, UK Institutional in London employer: Ramsey Portia
Contact Detail:
Ramsey Portia Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Director, UK Institutional in London
✨Network Like a Pro
Get out there and connect with people! Attend industry events, seminars, and networking meet-ups to build relationships with key decision-makers in the pension fund space. Remember, it’s all about who you know!
✨Master the Follow-Up
After meetings or pitches, don’t just sit back and wait. Send timely follow-ups to keep the conversation going and show your enthusiasm. This is your chance to reinforce your value and keep you top of mind!
✨Showcase Your Expertise
Be the go-to person for insights on market trends and investment strategies. Share relevant articles, research, or even your own thoughts with prospects to position yourself as a knowledgeable partner they can trust.
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources that can help you land that Sales Director role. We’ve got tools and tips that can give you an edge in your job search!
We think you need these skills to ace Sales Director, UK Institutional in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Sales Director, UK Institutional. Highlight your experience with pension funds and any relevant networks you have. 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 tell us why you're the perfect fit for this role. Share specific examples of how you've built relationships in the past and how you can bring that expertise to our team.
Showcase Your Communication Skills: Since strong written communication is key for this position, make sure your application is clear, concise, and free of errors. We love attention to detail, so take the time to proofread before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates about your application status. Plus, it’s super easy!
How to prepare for a job interview at Ramsey Portia
✨Know Your Market
Before the interview, dive deep into the UK Institutional Market. Understand the latest trends, key players, and the specific needs of pension funds. This knowledge will not only impress your interviewers but also help you articulate how you can meet their clients' investment strategies.
✨Network Like a Pro
Leverage your existing network of pension fund contacts. Be ready to discuss how you've built and maintained these relationships in the past. Sharing specific examples of successful interactions with CIOs or Trustees can demonstrate your ability to connect with key decision-makers.
✨Prepare for Role-Playing
Expect to engage in role-playing scenarios during the interview. Practice presenting investment solutions tailored to hypothetical client needs. This will showcase your problem-solving skills and your ability to think on your feet, which are crucial for a Sales Director.
✨Follow-Up Strategy
Have a clear follow-up strategy in mind. Discuss how you would handle post-meeting communications and feedback loops with prospects. This shows that you understand the importance of maintaining relationships and can effectively manage client expectations.