Senior Client Coverage Specialist, UK Wealth Distribution

BNY; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Paid leave

Volunteer time off

Job summary

BNY Investments in London seeks a Senior Specialist, Client Coverage for the UK Wealth Distribution team. You will support the UK wealth channel strategy, build relationships with investment managers and key decision-makers, and drive growth across wealth managers and family offices.

You will coordinate client coverage with internal teams, present market insights and investment solutions, and maintain accurate pipeline records while ensuring regulatory governance.

Qualifications

• Experience in a client-facing role within asset management, wealth management or financial services.
• Strong understanding of the UK wealth management and intermediary distribution market; existing wealth manager relationships are advantageous.
• Degree educated and IMC qualified; CFA and/ or CAIA qualifications are desirable but not essential.
• Strong knowledge of investment markets, macroeconomic trends and investment products across multiple asset classes.
• Excellent communication and presentation skills with the ability to engage credibly with senior internal and external stakeholders.
• Commercially focused, self-motivated and proactive, with strong relationship management, business development and collaboration skills.

Responsibilities

• Support the execution of BNY Investments’ UK Wealth channel strategy, driving growth across UK wealth managers and family offices.
• Develop and strengthen relationships with investment managers and key decision-makers through calls, emails and face-to-face meetings.
• Maximise existing panel positions and identify new business opportunities to contribute to sales growth and revenue generation.
• Partner with internal distribution teams and regional colleagues to coordinate client coverage, share market intelligence and execute channel priorities.
• Present and discuss financial markets, investment solutions and BNY Investments products across multiple asset classes, including ETFs and model portfolios.
• Maintain accurate pipeline and client activity records while ensuring all engagement complies with regulatory and governance requirements.

Skills

Client-facing

Relationship management

Communication skills

Business development

Education

IMC qualified

CFA desirable

CAIA desirable

Job description

BNY Investments in London seeks a Senior Specialist, Client Coverage for the UK Wealth Distribution team. You will support the UK wealth channel strategy, build relationships with investment managers and key decision-makers, and drive growth across wealth managers and family offices.

You will coordinate client coverage with internal teams, present market insights and investment solutions, and maintain accurate pipeline records while ensuring regulatory governance.