17 Sep 2014

Full-Time Platform Sales Marketing BDM

Alexander LortLondon, England, United Kingdom

Job Description

  • Developing and maintaining Wealth Management platforms.
  • Design and implement strategies and a business plan to target all of the relevant wealth management platforms.
  • Identify business opportunities from these platforms by meeting Key individuals and successfully maintain these relationships for future business.
  • Grow the number of funds on each platform. Increase assets under management on each platform.
  • Develop and maintain relationships with Independent Financial Advisors
  • Maintain relationships with the Top 20 IFA networks and ensure that the relationship between the company and the respective IFA networks remain strong.
  • Train IFA’S and wealth management platforms’ on the company products on a regular basis.
  • Deliver presentations and promote the company as a leading brand in the UK and perform regular presentations to wealth management platforms, IFA, existing and prospective clients on the company’s products, prospects and developments.

Candidate Specification:

  • Minimum Qualification: Honours Commerce Degree, or a recognised post-graduate qualification from the financial services industry.
  • Additional Qualification: MBA would be an advantage – CISI or CII Level 4.
  • Years of Experience: Over 10 years experience in managing and building institutional client relationships while working within a fund platform.
  • Competencies: Proven sales, distribution and marketing track record within the platforms industry/ Understanding of mutual fund industry and wealth management / Ability to deal with the heads of financial institutions and senior individuals / Understanding of Financial Conduct Authority regulatory requirement. Candidate must have a keen interest in current economic, financial and UK tax affairs.
  • Very strong ability to work with people. Intuitive and highly influential and captivating personality. A strong team player.
  • The person fulfilling the role should have strong influencing skills to be able to gain willing acceptance. The person should have a well developed ability to handle objections and challenging personality types.
  • Should be mobile and flexible. May be required to travel locally on a frequent basis.
  • May be required to travel internationally on an occasional basis.
  • Experience and clear understanding of strategy formulation and implementation.
  • Strong record keeping skills.
  • Highly motivated and target driven

Location: London / Job Type: Permanent / Salary: Negotiable + uncapped bonus / Job Ref: MM061406


How to Apply

Contact: Martin McArthur - Tel: 07876375542 - Email: martin.mcarthur@alexander-lort.com

Job Types: Full-Time and Permanent. Salary: 40,000 - 60,000, 60,000 - 80,000, and 80,000 - 100,000. Job expires in Endless.

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