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TrinityBridge
Fund Sales Specialist
Remote · United Kingdom · Full time · Mid level
About the role
Create and develop business opportunities with UK intermediaries to sell TrinityBridge's fund range and protect assets under management. Focus on sourcing and closing deals to grow assets under management.
What you’ll do
• Pursue and close new fund sales opportunities with UK intermediaries. • Maintain a strong pipeline of quality prospects and leads. • Deliver against ambitious sales targets and KPIs. • Understand tax and operational structures used by intermediaries. • Collaborate with colleagues across business functions.
What you’ll bring
• Minimum five years in retail and professional financial services. • Proven success selling investment management products in UK market. • Strong organisational and multitasking skills. • Knowledge of UK wealth management and intermediary landscape. • Excellent communication, presentation, and negotiation skills.
Life at TrinityBridge
Offers inclusive benefits supporting work-life balance and personal growth. Promotes diversity, inclusivity, and flexible working options.
About TrinityBridge
TrinityBridge is a leading UK wealth manager with 900 employees across 15 offices. They provide financial advice and investment management services focused on long-term client relationships and sustainability.