A leading Investment Manager is seeking a Sales Executive to support the growth of its UK intermediary business. This is an excellent opportunity for an ambitious, commercially minded individual with a strong interest in financial markets and investment management to develop relationships with financial advisers, wealth managers, DFMs and investment platforms.
Key Responsibilities
- Support Sales Director covering a client base in Northern England, Scotland and Northern Ireland.
- Build and maintain relationships with intermediary clients and prospects.
- Conduct proactive outbound business development activity and identify new opportunities.
- Provide product updates, market insights and investment content to clients.
- Manage pipelines and client activity through CRM systems.
- Support client meetings, events, marketing campaigns and wider sales initiatives.
About You
- Strong communication and relationship-building skills.
- Energetic, resilient and confident engaging with clients by phone, email and in person.
- Organised, proactive and commercially aware.
- Interest in investment markets and a desire to build investment knowledge.
- Previous experience in asset management sales support, business development or client relationship management is essential.
This role offers the opportunity to join a highly regarded and successful investment business with a collaborative culture, strong investment capabilities and a clear commitment to developing talent.
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Sales Executive employer: William Blake Group
William Blake Group is an exceptional employer, offering a dynamic work culture that prioritises professional growth and development in the private wealth advisory sector. With a focus on high-net-worth and ultra-high-net-worth clients, employees benefit from a collaborative environment that encourages innovation and relationship-building, alongside competitive remuneration and comprehensive support for ongoing qualifications.
