Interim UK Wealth Sales Director: Growth & Relationships

Jupiter; Greater London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

Jupiter, a leading UK investment management firm, is seeking a client-facing role to grow and defend relationships with national wealth managers and discretionary clients in London. You will collaborate with UK Wealth, Sales and fund teams to progress Jupiter funds from approved status to investment while maintaining high service standards.

The role requires strong investment knowledge, excellent communication and the ability to translate market insights into practical actions.

Qualifications

• Experience with UK wealth management clients and London-based decision-makers.
• Proven track record in a client-facing role within asset or wealth management.
• Strong understanding of investments, markets and fund strategies.
• Knowledge of client onboarding, due diligence and portfolio allocation processes.
• Desirable: investment qualification or progress towards one.
• Collaborative, reliable and commercially focused.
• Excellent communication and relationship-building skills.

Responsibilities

• Grow and defend relationships with national wealth managers.
• Translate client feedback and market insights into actions for UK Wealth.
• Plan and deliver bespoke client engagements and meetings.
• Maintain accurate records in CRM and report progress.

Skills

Wealth management

Client-facing

Investment knowledge

Relationship management

Education

Investment qualification

Tools

Salesforce

Job description

Jupiter, a leading UK investment management firm, is seeking a client-facing role to grow and defend relationships with national wealth managers and discretionary clients in London. You will collaborate with UK Wealth, Sales and fund teams to progress Jupiter funds from approved status to investment while maintaining high service standards.

The role requires strong investment knowledge, excellent communication and the ability to translate market insights into practical actions.