UK Investment Intermediary Sales Executive

William Blake Group; Greater London; Presencial; GBP 35.000 - 60.000; Tempo integral

Resumo da vaga

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.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Relationship building

Sales outreach

Communication

CRM proficiency

Ferramentas

CRM systems

Descrição da vaga

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.