Senior Specialist, Client Coverage, UK Wealth Distribution
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职位描述
<p><span lang="EN-US" style="font-size: 11pt;">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. </span></p><p><span lang="EN-US" style="font-size: 11pt;">In this role, you’ll make an impact in the following ways: </span></p><ul style="list-style-type: disc;"><li><span lang="EN-US" style="font-size: 11pt;">Support the execution of BNY Investments’ UK Wealth channel strategy, driving growth across UK wealth managers and family offices.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Develop and strengthen relationships with investment managers and key decision-makers through calls, emails and face-to-face meetings.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Maximise existing panel positions and identify new business opportunities to contribute to sales growth and revenue generation.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Partner with internal distribution teams and regional colleagues to coordinate client coverage, share market intelligence and execute channel priorities.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Present and discuss financial markets, investment solutions and BNY Investments products across multiple asset classes, including ETFs and model portfolios.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Maintain accurate pipeline and client activity records while ensuring all engagement complies with regulatory and governance requirements.</span></li></ul><p> </p><p><span lang="EN-US" style="font-size: 11pt;">To be successful in this role, we’re seeking the following: </span></p><ul style="list-style-type: disc;"><li><span lang="EN-US" style="font-size: 11pt;">Experience in a client-facing role within asset management, wealth management or financial services.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Strong understanding of the UK wealth management and intermediary distribution market; existing wealth manager relationships are advantageous.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Degree educated and IMC qualified; CFA and/or CAIA qualifications are desirable but not essential.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Strong knowledge of investment markets, macroeconomic trends and investment products across multiple asset classes.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Excellent communication and presentation skills with the ability to engage credibly with senior internal and external stakeholders.</span></li><li><span lang="EN-US" style="font-size: 11pt;">Commercially focused, self-motivated and proactive, with strong relationship management, business development and collaboration skills.</span></li></ul>
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