BNY·BFSI·6 days ago
6 days ago
Senior Specialist, Client Coverage, UK Wealth Distribution
Sign up free to see how well your resume matches this role.
What you'll do
- Support the execution of BNY Investments’ UK Wealth channel strategy, driving growth across UK wealth managers and family offices.
- Develop and strengthen relationships with investment managers and key decision-makers through calls, emails and face-to-face meetings.
- Maximise existing panel positions and identify new business opportunities to contribute to sales growth and revenue generation.
- Partner with internal distribution teams and regional colleagues to coordinate client coverage, share market intelligence and execute channel priorities.
- Present and discuss financial markets, investment solutions and BNY Investments products across multiple asset classes, including ETFs and model portfolios.
- Maintain accurate pipeline and client activity records while ensuring all engagement complies with regulatory and governance requirements.
What they're looking for
- Experience in a client-facing role within asset management, wealth management or financial services.
- Strong understanding of the UK wealth management and intermediary distribution market; existing wealth manager relationships are advantageous.
- Degree educated and IMC qualified; CFA and/or CAIA qualifications are desirable but not essential.
- Strong knowledge of investment markets, macroeconomic trends and investment products across multiple asset classes.
- Excellent communication and presentation skills with the ability to engage credibly with senior internal and external stakeholders.
- Commercially focused, self-motivated and proactive, with strong relationship management, business development and collaboration skills.
Nice to have
- Existing wealth manager relationships are advantageous.
- CFA and/or CAIA qualifications are desirable but not essential.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We’re seeking a future team member for the role of Senior Specialist, Client Coverage, UK Wealth Distribution to join the BNY Investments team. This role is located in London.
In this role, you’ll make an impact in the following ways:
- Support the execution of BNY Investments’ UK Wealth channel strategy, driving growth across UK wealth managers and family offices.
- Develop and strengthen relationships with investment managers and key decision-makers through calls, emails and face-to-face meetings.
- Maximise existing panel positions and identify new business opportunities to contribute to sales growth and revenue generation.
- Partner with internal distribution teams and regional colleagues to coordinate client coverage, share market intelligence and execute channel priorities.
- Present and discuss financial markets, investment solutions and BNY Investments products across multiple asset classes, including ETFs and model portfolios.
- Maintain accurate pipeline and client activity records while ensuring all engagement complies with regulatory and governance requirements.
To be successful in this role, we’re seeking the following:
- Experience in a client-facing role within asset management, wealth management or financial services.
- Strong understanding of the UK wealth management and intermediary distribution market; existing wealth manager relationships are advantageous.
- Degree educated and IMC qualified; CFA and/or CAIA qualifications are desirable but not essential.
- Strong knowledge of investment markets, macroeconomic trends and investment products across multiple asset classes.
- Excellent communication and presentation skills with the ability to engage credibly with senior internal and external stakeholders.
- Commercially focused, self-motivated and proactive, with strong relationship management, business development and collaboration skills.
BFSI
Company
BNYBFSI
London, United Kingdom
Company facts come from this company's own listings. We only show what the postings themselves carry.