Business Development Exec / Global Asset Management / Wholesale / Financial Institutions / Global

  • £45k - £55k + Bonus
  • London, England, United Kingdom
  • Permanent, Full time
  • Jigsaw Search
  • 11 Apr 19

A fantastic opportunity to join a top global asset manager in their financial institutions team, supporting UK Wholesale business development.

*** Business Development Exec / Global Asset Management / Wholesale / Financial Institutions / Global ***


The Company

Top global asset manager


The Role

Support the Head of Financial Institutions and form an integral part of the overall sales and service proposition of UK Wholesale. In order to meet growth strategy targets for net sales and increase market share, the purpose of this role is to provide a proactive sales support function for the Wholesale distribution channels.

Primarily it will provide support to the Financial Institutions client facing channel in order to assist in maximizing effectiveness in managing relationships, asset growth and service of Clients.

  • Contribute to success of growth strategy
  • Responsible for all aspects of client needs
  • Responsible for all aspects of sales support needs
  • Organising Client due diligence meetings
  • Ongoing interaction with Client and RM to ensure a comprehensive relationship coverage, including meeting follow up
  • Timely execution of tasks to include eg – distribution of investment marketing collateral / Due Diligence questionnaires / RFP’s / fund queries / CRM tool maintenance
  • Maintain a broad understanding of industry and market knowledge
  • Identify market and asset allocation trends within the respective client segments and contribute to the business plan (this includes marketing campaigns, technical market, actively participate in pre-sales preparation ie updating presentations / company research and collation of relevant material
  • To work with key internal stakeholders such as Investments (including CIOs), Product, Client Propositions and Global Segments to deliver business plan
  • To commercialise external publications for the relevant client segment
  • Build lasting relationships with tiered/key accounts 
  • Build strong relationships with Front office, Product and Client Propositions
  • Contribute proactively to the overall sales process, growth strategy and client contact strategy
  • Ensure a seamless process between Client Propositions and Client Service
  • This role requires a strong technical understanding of the macroeconomic environment, industry and asset classes to generate high level of engagement within all levels of the client (Research Analysts, Portfolio managers etc)
  • Maintaining and developing knowledge of industry trends and regulatory knowledge
  • Maintaining and developing a strong understanding of asset class trends and drivers of risk and return
  • Having a detailed knowledge of competitors and products.


Knowledge & Experience / Qualifications

  • Good knowledge of Investment Products and Services
  • Broad understanding of asset management industry 
  • Experience with wholesale clients / financial institutions i.e. Private Banks / Hedge Funds / DFMs / Family Offices
  • Good analytical skills and attention to detail
  • Self motivator
  • Flexible attitude and ability to work to strict deadlines
  • Ability to communicate at all levels