Regional Client Director – Midlands

A newly created opportunity has arisen within fast-growing and highly regarded boutique Investment Manager for an experienced sales professional. You will have responsibility for developing business with professional intermediaries across the Midlands.

Role & Responsibilities

  • In conjunction with the existing Client Directors and the Head of Third Party Distribution, develop the firm’s proposition to Independent Financial Advisers (IFAs).
  • Build and maintain relationships with a network of IFAs through existing personal contacts and the development of new contacts/relationships.
  • Market and promote the investment management capability/investment solutions to IFAs.
  • Win business mandates via IFAs including the introduction of new discretionary investment clients.
  • Ensure appropriate and agreed service levels for IFAs and their clients are being met across the Company.
  • Assist other colleagues within the Company to develop new business or maintain existing relationships, where appropriate.
  • Gain a thorough understanding of the Company’s products and services and the circumstances in which they may be appropriate for existing and potential clients
  • Work with the Client Services & Investment Divisions to continuously improve and develop the firms proposition for IFAs, obtaining presence on platforms

Background & Experience

  • The successful applicant will have an interest in working with Independent Financial Advisers and a knowledge of multi asset investing. You will also have demonstrable track record of building rapport and relationships in a high paced environment.
  • Strong written and verbal communication skills
  • Solid broad understanding of a range of asset classes and investments
  • Self-confidence and self-motivated
  • Good problem-solving and decision-making abilities
  • Team Player
  • Ability to maintain confidentiality
  • Relevant qualifications are desirable but not essential

To hear more about this challenging opportunity, please contact Alex Brown on 020 7847 8878 or email

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.


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