Sales Executive

William Blake Group; Greater London; On-site; GBP 35,000 - 60,000; Full time

Job summary

William Blake Group is seeking a Sales Executive to grow its UK intermediary business. You will develop relationships with financial advisers, wealth managers, DFMs and investment platforms, while supporting the Sales Director across Northern England, Scotland, and Northern Ireland.

You will engage via phone, email and in person to drive outbound business development, provide market insights and investment content, and manage the sales pipeline through CRM systems.

Qualifications

• Previous experience in asset management sales support, business development or client relationship management is essential.

Responsibilities

• Support Sales Director across a client base in the UK.
• Build and maintain relationships with intermediary clients and prospects.
• Conduct proactive outbound business development activity and identify new opportunities.
• Provide product updates, market insights and investment content to clients.
• Manage pipelines and client activity through CRM systems.
• Support client meetings, events, marketing campaigns and wider sales initiatives.

Skills

Relationship building

Sales outreach

Communication

CRM proficiency

Tools

CRM systems

Job description

A leading Investment Manager is seeking a Sales Executive to support the growth of its UK intermediary business. This is an excellent opportunity for an ambitious, commercially minded individual with a strong interest in financial markets and investment management to develop relationships with financial advisers, wealth managers, DFMs and investment platforms.

Key Responsibilities

• Support Sales Director covering a client base in Northern England, Scotland and Northern Ireland.
• Build and maintain relationships with intermediary clients and prospects.
• Conduct proactive outbound business development activity and identify new opportunities.
• Provide product updates, market insights and investment content to clients.
• Manage pipelines and client activity through CRM systems.
• Support client meetings, events, marketing campaigns and wider sales initiatives.

About You

• Strong communication and relationship-building skills.
• Energetic, resilient and confident engaging with clients by phone, email and in person.
• Organised, proactive and commercially aware.
• Interest in investment markets and a desire to build investment knowledge.
• Previous experience in asset management sales support, business development or client relationship management is essential.

This role offers the opportunity to join a highly regarded and successful investment business with a collaborative culture, strong investment capabilities and a clear commitment to developing talent.