Sales Associate – Private Wealth

Ref: 39463
We are partnering with a highly regarded asset management firm to hire a driven and skilled Salesperson to join its UK & Ireland Personal Wealth team. The firm is renowned for its strong track record of delivering consistent performance across market cycles, with a focus on capital preservation and long-term growth. With a client-centric approach, the firm provides tailored investment solutions designed to meet the evolving needs of high-net-worth individuals, with this role focusing on business development with mass affluent clients. This role presents an exciting opportunity to represent a trusted and forward-thinking firm, helping to expand its reach and influence within the high-net-worth market.

The successful candidate will be involved in:

• Identifying and pursuing new business opportunities, ensuring alignment with the firm’s goals and values
• Achieving and exceeding sales targets by promoting the firm’s offerings, including bespoke investment strategies and solutions
• Developing and executing a strategic sales plan targeting high-net-worth individuals across the UK and Ireland
• Cultivating and managing relationships with key decision-makers, including trustees, consultants, and investment committees
• Presenting the firm’s investment solutions in a clear, compelling, and consultative manner tailored to the needs of personal wealth clients
• Collaborating with internal teams to deliver seamless onboarding and ongoing service to clients
• Staying abreast of trends and regulatory developments in the personal wealth space, ensuring the firm’s offerings remain competitive and relevant
• Providing feedback from the market to inform product development and enhance client solutions
• Working closely with other sales professionals, marketing teams, and investment specialists to drive cohesive and effective outreach strategies
• Representing the firm at industry events, conferences, and client meetings to build the firm's brand and market presence

The ideal candidate will have:

• Must hold either CFA Level 2 or CISI Level 7
• Proven track record in sales, specifically targeting high-net-worth individuals in the UK and Ireland
• Strong understanding of the asset management landscape, personal wealth market dynamics, and relevant regulatory environment
• Exceptional relationship management and communication skills, with the ability to influence senior stakeholders
• Results-driven mindset, coupled with a collaborative and client-focused approach
• Experience working in a sophisticated investment environment, with knowledge of multi-asset strategies being advantageous

For more information, please apply here or email Chris at Christopher.rolfe@bruinfinancial.com

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.