Investment Sales Consultant - Ref: AB12682

Our client, a highly regarded Investment Manager has an outstanding opportunity for a driven sales professional to join their highly regarded intermediary sales team. You will take responsibility for a defined book of clients across a sales region and develop relationships to retain and develop business.

Roles & Responsibilities

  • Primarily from a telephone base, service and build relationships with the market described above to ensure consistent communications on the firms’ products and services as well as dealing with specific enquiries on both a reactive and proactive basis.

  • Follow-up proactively on sales activities generated by the Regional Sales Directors and DFM Specialist.

  • ‘Close deals’ ensuring that the appropriate product or service has been sold to the purchaser.

  • Plan and organise sales visits, presentations and contact in order to develop relationships and generate sales.

  • Proactively carry out external communication of sales and marketing campaigns.

  • Work with the regional sales director to devise and review the sales strategy within defined client market.

  • Deliver sales targets whilst operating within defined parameters.

  • Build appropriate client relationships across defined client area.

Experience & Qualifications

  • Previous sales and industry experience preferred.

  • A sound understanding of the financial services intermediary market is required coupled with the products offered within the Investment management industry.

  • A demonstrable track record of actively develops good working relationships and inspires confidence and trust when dealing with colleagues and clients.

  • Effective telephone presentation skills.

  • A client service focus in attitude and approach to work.

  • Driven, motivated and proactive approach to sales.

To hear more about this exciting opportunity, please contact Alex Brown on 020 7847 8878 or email your CV to

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.




020 7847 8888

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