Fund Sales Specialist

🕒 il y a 6 jours

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TrinityBridge

Site WebLinkedInTous les Emplois

501 - 1000 employés

💸 Finance

🤝 B2B

Finance • B2B

TrinityBridge est une société de gestion de fonds d'investissement dont le site internet et les supports sont destinés aux investisseurs institutionnels, aux intermédiaires agréés par la FCA et aux personnes connexes plutôt qu'aux clients particuliers. Le site contient des informations sur les fonds, des fonctionnalités liées aux demandes, ainsi que des avertissements légaux et de conformité précisant que les informations fournies sont uniquement à des fins informatives et ne constituent pas un conseil en investissement ou une offre de vente de titres. Le site décrit également son utilisation de cookies et de suivis tiers pour le bon fonctionnement du site, les analyses et le marketing.

Description

• Proactively pursue, identify and close new fund sales opportunities with UK-based intermediaries, discretionary investment firms and gatekeepers, securing profitable business flows • Maintain a strong pipeline of realistic, quality prospects and leads, keeping it up-to-date and focused on key accounts and opportunities • Deliver against ambitious sales targets and KPIs • Demonstrable understanding of the tax and operational structures used by intermediaries e.g. Pensions, ISAs, Bonds, GIAs, Trusts and Platforms • Articulate TrinityBridge’s full fund range in a compelling manner and stay up-to-date with all funds and investment strategies • Act in a professional and compliant manner at all times • Collaborate closely with the Account Manager and Account Director to develop a sales plan for targeted activity • Stay up to date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution • Maintain knowledge of current regulatory practice

🎯 Exigences

• Minimum of five years’ experience operating in the retail and professional financial services environment, and likely to have a significant book of contacts and relationships • Proven track record of success in selling Investment Management/financial products in the UK intermediary / DFM market • Ability to multi-task and be highly organised • Resilience and ability to work against a range of stretching targets • Demonstrate both teamwork and self-reliance / independence • Willingness to be empowered and supported to deliver and accountable for results and outcomes • Demonstrable knowledge of the UK wealth management and financial adviser / intermediary landscape and broader industry trends (such as the current retirement landscape) • Demonstrable investment knowledge and understanding of how advisers and intermediaries use investment funds, products and services to deliver good client outcomes for their clients • Understanding of, and ability to work within, the regulatory environment to ensure business is always delivered in a compliant way with good client outcomes • Ideally qualified to QCA Level 4 or above. • Highly motivated and flexible to travel across the UK.

🏖️ Avantages

• Wide range of inclusive benefits that provides support for a healthy balance in all aspects of life. • Investment in the growth of our people providing a sense of belonging and team spirit.