The role is to work as part of the London & East sales team, providing specialist support to promote, develop and increase inflows to Asset Management and Wealth services from the UK Financial Adviser market
Job Summary
The role is to work as part of the London & East sales team, providing specialist support to promote, develop and increase inflows to Asset Management and Wealth services from the UK Financial Adviser market.
Primarily a field-based position designed to identify, build and service relationships with the market described above to ensure consistent communications on Rathbones products and services as well as dealing with specific enquiries on both a reactive and proactive basis.
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues.
Matching Summary
The role is to work as part of the London & East sales team, providing specialist support to promote, develop and increase inflows to Asset Management and Wealth services from the UK Financial Adviser market.
Skills & Requirements
Must-have
promote and develop asset management
increase inflows to wealth services
UK Financial Adviser market
proactive sales to financial advisers
develop new and existing relationships
identify build and service relationships
Nice-to-have
responsible wealth manager
investing for everyone's tomorrow
thinking acting and investing responsibly
diverse equal and inclusive workplace
passionate professionals in a successful culture
Key Requirements
Sales experience in financial services
Understanding of adviser business models
Proficiency in Salesforce CRM system
Adherence to regulations and compliance frameworks