Interim UK Wealth Sales Director

Jupiter Asset Mgmt

Greater London

Hybrid

GBP 90,000 - 140,000

Full time

14 days+

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Job summary

Jupiter Asset Management, based in London, is seeking an accomplished relationship manager to support growth with UK wealth manager clients. You will work closely with the UK Wealth team to progress Jupiter funds from approval to investment and defend existing holdings.

You will translate client feedback into actionable investment insights, build trusted relationships with investment teams, and coordinate with fund managers and product specialists to deliver a joined-up client experience.

Qualifications

  • Experience working with UK wealth management clients and London-based decision-makers.
  • Strong ability to translate market insight into client-facing actions.
  • Commercial and organized with ability to manage multiple relationships and opportunities.

Responsibilities

  • Grow and defend client relationships with national wealth managers, especially London-based firms.
  • Collaborate with UK Wealth team to identify priority firms and opportunities.
  • Prepare for client meetings with compelling investment discussions and clear action plans.
  • Maintain accurate CRM records and report on pipeline progression and outcomes.
  • Deliver high-quality client engagement through planned events and meetings.
  • Follow conduct, compliance and communications requirements in all materials.

Skills

UK wealth managers
Client relationship management
Investment knowledge
Market insight
Stakeholder collaboration

Education

Investment qualification (Desirable)

Tools

Salesforce

Job description

Jupiter Asset Management, based in London, is seeking an accomplished relationship manager to support growth with UK wealth manager clients. You will work closely with the UK Wealth team to progress Jupiter funds from approval to investment and defend existing holdings.

You will translate client feedback into actionable investment insights, build trusted relationships with investment teams, and coordinate with fund managers and product specialists to deliver a joined-up client experience.

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