Our client a global leader in ESG investing is looking for an ambitious Intermediary sales professional with excellent relationships in the UK Wealth Management space, to join their growing European team as an Account Manager.
- Present to prospects, clients and advisors
- Develop a strong understanding of the firm's product set and strategies.
- Support senior sales team with pitchbooks/presentations and communication with clients and prospects.
- Develop strong client relationships with Wealth managers Private banks, fund of fund and platforms across the UK
- Face-off with internal stakeholders
- Update CRM system
- Conduct research into new sales opportunities across the intermediary space.
- Minimum 5 years in asset management of or financial services
- Clear and demonstratable evidence of an interest in sustainability
- Experience and understanding of Financial Intermediaries and third-party sales.
- Strong knowledge across asset classes and understanding of UCITS
- CFA/IMC or similar
- Proven sales experience and build new business.
- Self-starter and highly organised.
- Experience with Salesforce