IM EMEA - Sales Investment Director – UK Financial Institutions and Channel Islands

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • BNY Mellon
  • 17 Aug 17

IM EMEA - Sales Investment Director – UK Financial Institutions and Channel Islands

Job Purpose:   To attract and retain clients and revenues in the territories allocated to the individual for coverage, through representation of all investment products and strategies offered by BNY Mellon Asset Management companies as appropriate to client requirements.   Responsibilities:  

  • Develop and implement a sales strategy that is consistent with the overall BNY Mellon Investment Management EMEA sales strategy.
  • Establish, build and maintain relationships with clients.
  • Maintain an understanding of the full range of products for client presentations purposes.
  • Develop and maintain distribution relationships.
  • Coordinate and ensure delivery of after sales service to clients.
  • Keep appropriate records of sales activities including call meeting notes, prospective clients contacts, activity against targets etc.
  • Liaise with Marketing to ensure the appropriate activities are undertaken to support the product range.
  • To carry out a supporting role to prospective clients and the Director - UK.
  Generic Management Responsibilities:   General
  • Provide accurate and appropriate management information to Senior Management.
  • Comply with all corporate policies relevant to the functions managed including Health and Safety Policy.
  • Manage any delegated budget in a manner that will best serve LOB's best interests and provide the Finance Department with monthly tracking and projection information.
  • Be aware of current regulatory and legal obligations of the function managed.
  • Report any suspected breaches to the Compliance or Legal departments, as appropriate, immediately on discovery.
  Risk Management
  • Monitor, document and report business risks and internal controls of the function managed, alerting Senior Management immediately of any significant changes.
  Business Continuity
  • Maintain and test a current and effective continuity plan to ensure an appropriate response to any disruption to systems, information services, communications and office facilities.
  Core Competencies:
  • Adaptability
  • Communication
  • Customer Orientation
  • Interpersonal Skills
  • Judgment
  • Managing Risk

Job Specific Competencies
  • Strong communication skills and a good working knowledge of the company's products and services.
  • Establishing solid client relationships.
  • Building and leveraging internal relationships.
  • Client knowledge and understanding.
  • Solving problems and creating solutions.
  • Demonstrating our shared values with clients and co-workers.
  • Apply BNY Mellon's standards of 'Treating Customers Fairly' in all client dealings.
                                     Technical Skills, Knowledge, Systems Knowledge (and associated skill level)  
  • Thorough knowledge of BNY Mellon's Financial products.
  • Knowledge of the asset management industry.
  • A proven track record within UK Wholesale Distribution.
  Academic/Professional Qualifications (or equivalent qualifiers)  
  • Graduate calibre or equivalent qualifiers.
  • Investment Management Certificate or equivalent.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Greater London-London
Job: Asset Management
Internal Jobcode: 51539
Organization: BNYM IM EMEA Ltd-HR14104
Requisition Number: 1706686