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.
- Other info: Collaborative culture with excellent opportunities for professional growth.
- 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.
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
As a global asset manager, we pride ourselves on being an excellent employer that fosters a collaborative and innovative work culture. Our hybrid working model, generous holiday allowance, and strong health and wellbeing benefits ensure a balanced lifestyle, while our commitment to professional development and family-friendly policies empowers employees to grow and thrive in their careers. Join us in the DACH region to make a meaningful impact in the financial services marketing landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Director, UK Institutional in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ramsey Portia. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales Director, UK Institutional in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ramsey Portia.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ramsey Portia's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ramsey Portia
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ramsey Portia.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ramsey Portia will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ramsey Portia employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
