Wealth Manager - Tech Driven Start-Up

Communicate Recruitment Solutions LTD ,
London, Greater London
More Details
Job Type: Full-time

Overview

We are delighted to be supporting a super exciting start-up in the wealth management space who are combining cutting edge technology with industry expertise to create a market leading offering. They are open to the background of the individual but proven top performance in your respective field is vital. Responsibilities will include: Working collaboratively with CEO, you will be responsible for developing sales opportunities across a range of client types including banks, discretionary managers, financial advisers, family offices, multi-asset managers, fund platforms and other types of financial intermediaries Increase revenues, AUM and clients from wealth managers and financial intermediaries in the UK Develop and maintain relationships with wealth managers to produce sustainable, profitable business growth Lead prospect pitches and manage internal resources to help maximize effectiveness Effective internal and external networking to generate and develop new leads Deliver to pre-agreed AUM and revenue targets, working collaboratively within a dynamic existing team to execute the sales strategy Attend networking and industry events in the pursuit of new business development opportunities Any other ad-hoc projects/duties and business development focused activity as required

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