The Role:
You will be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients (North West/North Wales Region). Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform.
Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely in order to increase awareness of the business, its products and services and to develop cross-selling opportunities.
Responsibilities
1. Identify, generate and qualify new business leads.
2. Support the business in planning and delivering on targets.
3. Grow the level of funds under management by developing new and existing relationships.
4. Assist in preparation of presentation materials and deliver them internally and externally.
5. Schedule, prepare and deliver training sessions with intermediary clients.
6. Ensure delivery of proposals and marketing documents to prospective clients.
7. Monitor and understand the position of our competitors and trends of the market to help to strategically develop our business.
8. Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations.
9. Ensuring the integrity and culture of our firm by adhering to risk and compliance policies.
10. Attendance at sales meetings.
Requirements
11. Visit clients at the North West Region, United Kingdom
12. Proven track record of investment/platform sales.
13. Confident telephone manner.
14. Excellent relationship management skills.
15. Must be organised and have good attention to detail.
16. Excellent team player who can communicate effectively.
17. Min 10 years’ experience in UK Financial Services Sector.
18. Possesses strong IT skills (excel, CRM systems).
19. Highly passionate, proactive, hands on and hardworking.
20. Used to working in a fast paced, dynamic environment and able to adapt to change.
21. Ability to work and deliver to tight deadlines.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity