Sales & Partnerships Associate — Multi-Asset Investments

WisdomTree; Greater London; Hybrid; GBP 42,000 - 69,000; Full time

Job summary

Albemarle Street Partners, part of WisdomTree, is seeking a sales and account management professional to drive new business and cultivate long-term adviser relationships in the UK. You will sell multi-asset solutions, manage existing client accounts and collaborate with the Partnerships Team to win new opportunities.

The role offers a hybrid work pattern with office presence in Greater London and opportunities to progress within a growing investment business, supported by a Senior team and

Qualifications

• Bachelor’s degree required.
• 2–3 years’ experience in a sales team, including cold calling.
• Experience in investment management or asset management.
• Strong written and verbal communication skills.
• Excellent Excel and Office skills.
• Ability to build long-standing client relationships.

Responsibilities

• Selling multi-asset solutions to financial advisers.
• Covering the South of England with the senior team.
• Collaborating with partnerships on key accounts and new business.
• Booking and attending meetings, initially with senior staff.
• Managing follow-ups and the sales process with leads.
• Building relationships with adviser clients and prospects.
• Preparing proposals and investment committee packs.
• Representing Albemarle at industry events to generate own leads.
• Within six months, autonomously manage client accounts.

Education

Bachelor’s degree

Tools

Microsoft Excel

MS Office

Job description

Albemarle Street Partners, part of WisdomTree, is seeking a sales and account management professional to drive new business and cultivate long-term adviser relationships in the UK. You will sell multi-asset solutions, manage existing client accounts and collaborate with the Partnerships Team to win new opportunities.

The role offers a hybrid work pattern with office presence in Greater London and opportunities to progress within a growing investment business, supported by a Senior team and