Sales Executive, Financial Services
Core
Junior sales executive building the UK sales presence for a London-based investment manager, engaging intermediaries and managing relationships to drive fund growth.
Role type
Junior sales executive (financial services)
Builds
Sales pipeline and client relationships for equity and fixed income funds
Domain
Financial services / Investment management
Deliverable
client delivery
Required skills
sales, business development, client-facing, relationship management, communication, target management, pipeline building
Preferred skills
finance, economics, business, financial services, fund management, wealth management, IMC qualification
Technologies
market data tools, industry tools, FCA compliance tools
Responsibilities
Research and engage prospective clients across the UK intermediary market, build and manage a structured pipeline of relationships, run a consistent outreach programme against clear activity targets, support attendance at events, roadshows and industry conferences, build working relationships with clients and platform contacts, help monitor fund visibility and data quality, learn to present investment themes and market outlook, coordinate factsheets and presentations, ensure client communications meet FCA financial promotion rules, keep accurate records of client interactions