Investment Business Development Manager (MPS & Multi Asset Fund Sales)

TN United Kingdom; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading company in the financial services sector is seeking an Investment Business Development Manager in London. The role involves developing business opportunities with financial advisers and wealth management clients, focusing on relationship management and strategic growth. Candidates should have a minimum of 10 years' experience in the UK financial sector and strong communication skills. The company offers a hybrid work environment, balancing remote work with in-person collaboration.

Benefits

Hybrid work environment

Additional benefits for flexibility

Qualifications

• Minimum 10 years’ experience in UK Financial Services Sector.
• Confident telephone manner and excellent relationship management skills.
• Experience in a fast-paced, dynamic environment.

Responsibilities

• Identify, generate and qualify new business leads.
• Grow the level of funds under management by developing relationships.
• Ensure adherence to risk and compliance policies.

Skills

Relationship Management

Communication

Organization

Attention to Detail

Adaptability

Tools

Excel

CRM systems

Job description

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Investment Business Development Manager (MPS & Multi Asset Fund Sales), London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7ff4abe27291

Job Views:

2

Posted:

23.05.2025

Expiry Date:

07.07.2025

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Job Description:

About the Role:
You will be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients. Your primary focus will be managing existing and identifying new investment management opportunities and growing the level of current Funds Under Management within our range of managed portfolios and multi asset funds.

Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely to increase awareness of the business, its products, and services and to develop cross-selling opportunities.

Key Responsibilities and Accountabilities:

• Identify, generate and qualify new business leads
• Support the business in planning and delivering on targets
• Work with financial advisers to understand their business model, current client base, approach to client segmentation, risk profiling, and CRM system requirements
• Grow the level of funds under management by developing new and existing relationships
• Assist in the preparation of presentation materials and deliver them internally and externally
• Schedule, prepare, and deliver training sessions with intermediary clients
• Ensure delivery of proposals and marketing documents to prospective clients
• Monitor and understand the position of competitors and market trends to help develop the business strategically
• Build trusted, credible relationships with other teams within the business to ensure we exceed client expectations
• Ensure adherence to risk and compliance policies to maintain the integrity and culture of the firm
• Attend sales meetings

Experience/Qualifications:

• Confident telephone manner
• Excellent relationship management skills
• Organized with good attention to detail
• Effective communicator and team player
• Minimum 10 years’ experience in UK Financial Services Sector
• Strong IT skills (Excel, CRM systems)
• Passionate, proactive, hands-on, and hardworking
• Experience working in a fast-paced, dynamic environment and adaptability to change

U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity

If you accept an offer, personal and related investments must be disclosed to our Compliance team for review. Conflicts of interest may require liquidation of holdings. Certain employee accounts must be held with an approved broker, and if not, holdings must be transferred accordingly.

Morningstar offers a hybrid work environment, allowing remote work with in-person collaboration approximately three days a week. Additional benefits are available to support flexibility. You will have tools and resources to engage with global colleagues effectively.