Fund Sales Specialist

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

TrinityBridge

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

🤝 B2B

Finance • B2B

TrinityBridge is an investment funds/asset management firm whose website and materials are directed at institutional investors, FCA-authorised intermediaries, and connected persons rather than retail clients. The site contains fund information, application-related functionality, and legal/compliance disclaimers noting the information is for informational purposes only and not investment advice or an offer to sell securities. The website also describes its use of cookies and third-party tracking for site functionality, analytics, and 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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.