A thriving and growing boutique investment management firm is looking for an experienced UK Wholesale Sales candidate to drive the fundraising efforts across traditional long-only products, raising assets across Fixed Income and Equities funds. The ideal candidate will have 5+ years’ experience building strong relationships and capital raising across the UK Wholesale market.
Working as part of a small high-performing investment team, you will be responsible for identifying and retaining key relationships with Private Banks, Family offices, and Wealth Managers. Key elements of the role include:
- Manage and drive new business activities across the UK to increase the firm’s AUM.
- Be the primary point of contact for client requests and complete the wholesale client service procedure from start to finish.
- Attend client meetings and roadshow events with potential prospects, clients, rating agencies, and fund managers.
- Manage the sales pipeline effectively, regularly cross-selling and identifying new opportunities to raise capital.
The ideal candidate will have:
- An entrepreneurial and driven mindset, eager to work independently and take ownership of key clients in the UK Wholesale space.
- A demonstrated track record of fundraising in the long-only space, with at least 5 years’ experience.
- Experience building and retaining relationships across the IFA, Family Office, Digital platform, and Private Bank Wholesale market.
- Team player with great attention to detail.
This team has a high-performing and growing culture and is looking for an enthusiastic candidate who is passionate about sales. The role would suit a candidate who is keen to manage their own accounts and lead the sales efforts.
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