Business Development Manager
Morningstar
London
5d ago

The Role : Morningstar Investment Management Europe Ltd offers the Morningstar Managed Portfolios service, a fee-based investment management program, to financial advisers.

Morningstar Investment Management Europe seeks a Business Development Manager to join the sales team to help promote this portfolio service.

Responsibilities

  • Build strong relationships based on service with existing adviser base.
  • Proactively identify and meet with new advisers in territory.
  • Conduct group and one-on-one meetings to promote the Morningstar Managed Portfolios service.
  • Follow up on leads in tandem with internal regional sales support.
  • Strategically manage time to maximise sales in territory.
  • Utilise Salesforce.com as a CRM to maximise success.
  • Perform special tasks as needed.
  • Requirements

  • Excellent verbal and written communication skills.
  • Demonstrated ability to successfully market investment products to financial adviser community.
  • Solid network of financial advisers and adviser groups
  • Strong ability to understand and evaluate a financial adviser s practice.
  • Previous related industry experience essential.
  • Ability to work independently.
  • Strong interest and ability to explain portfolio management concepts.
  • This position would work remotely most of the time and be in London when required.

    Morningstar is an Equal Opportunity Employer. Everyone is encouraged to apply.

    We thank all applicants for their interest, but only those candidates selected for an interview will be contacted.

    If selected for an interview, we will be happy to work with you to ensure your interview is accessible and that a reasonable accommodation is provided.

    When your interview is being scheduled, please advise us of how we might be able to support your participation.

    Qualifications

    IMC or Financial Planning Qualifications Preferred

    Nice to have

    Degree or Equivalent preferred but not essential

    U30 MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity

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