Investment Sales / DFM / Funds - Investment Management Investment Sales / DFM / Funds - Investment  …

Jigsaw Search
in London, England, United Kingdom
Permanent, Full time
Last application, 30 Mar 20
£40k-£50k Base + Bonus
Jigsaw Search
in London, England, United Kingdom
Permanent, Full time
Last application, 30 Mar 20
£40k-£50k Base + Bonus
Highly successful Investment Manager.

Business Development / Sales / Intermediaries / Financial Adviser’s / Discretionary / DFM / IFA / Funds 

The Role

  • Distribute funds and full investment management proposition to Intermediaries/IFAs.  
  • Establish strong telephone relationships with IFAs - maintain and develop these relationships to further drive future business.
  • Fully lead and manage business development activities including face to face meetings.
  • Develop a strong relationship with your BDM/Regional Head for assigned region.
  • Presenting to advisers
  • Attend networking events, seminars, conferences etc.
  • Build strong internal relationships with Investments, marketing, broader relationship teams etc.

Opportunity

Highly successful Investment Manager with a fantastic reputation and market leading propositions – this will suit someone eager to learn and ambitions to grow; good opportunity to progress to a field based BDM.


Skills / Experience

  • Proven experience in building relationships with IFAs.
  • Business development experience is definitely preferred; however, we can consider candidates with a strong relationship/client service background who are keen on a more proactive sales role.
  • Strong Investment and/or Pensions/Retirement experience.
  • We are looking for intelligent and articulate individuals with a highly professional work ethic.
  • Excellent phone manner and communication skills. Positive and energetic mentality.
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