- Business Development & Relationship Management
- Sales Process
- Discretionary Fund Management
- Develop and maintain relationships with Financial Advisers and Wealth Managers.
- Achieve and exceed sales targets through a structured business development strategy.
- Identify new opportunities and manage the sales process effectively.
- Work as part of a hardworking and vibrant team, contributing to the firm’s ambitious growth plans.
- Proven track record in sales, ideally within Financial Services.
- Experience working with Financial Advisers/Wealth Managers.
- Strong commercial awareness and understanding of the sales process.
- Entrepreneurial mindset, with the ability to work independently and drive results.