About the Client:
Our Client is an established investment manager offering a broad portfolio of actively managed UK and global discretionary funds and model portfolios. Their range spans single strategy equity, fixed income, multi-asset, alternatives, and investment trusts—tailored to meet the evolving needs of a varied client base.

Roles/Responsibilities

• Drive new business through an omni-channel sales strategy across London and the South

• Grow AUM within existing accounts by identifying cross-sell and up-sell opportunities

• Present and promote a comprehensive suite of investment products

• Maintain deep engagement with financial intermediaries, institutional investors, and retail partners

• Stay informed on market trends, competitor activity, and regulatory developments

• Participate in company events, industry seminars, and conferences to build presence and network

• Work closely with internal investment, research, and operations teams to deliver tailored client solutions

Qualifications

• Minimum 5 years’ experience in investment sales, ideally across London and the South

• Demonstrable success in driving AUM growth and building new business pipelines

• Strong client relationship and account management capabilities

• Well-established network within the intermediary and institutional investment market

• Deep understanding of investment products, strategies, and industry dynamics

• Exceptional communication, negotiation, and stakeholder engagement skills

Desirable Qualifications (Not Essential)

• IMC, CISI Level 4/6, or CFA qualification (or working towards)

Benefits

• Base salary of £90,000–£100,000 plus performance-based bonuses

• Flexible working arrangements (field-based, remote, or office-based)

• Established and high-potential region with strong growth prospects

• Access to evolving investment product suite

• Career progression opportunities based on performance

• Comprehensive support across investment management, research, and operations

• Training support and funding for further qualifications

Ready to accelerate your career with a respected investment manager? Apply now to join our client’s dynamic team.