About the role:
The Role:
You will be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients. Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform.
The successful candidate will possess a willingness to proactively drive business development efforts across assigned accounts, in partnership with the Business Development Manager (BDM) for the region. The BDC will play a pivotal role in growing the Morningstar Wealth presence in the UK, delivering best in class relationship management, sales/cross-sales and service delivery.
Job responsibilities:
Responsibilities
- Provide exceptional and knowledgeable level of product support direct to clients using Morningstar Investment Management & Platform.
- Provide post-sales support to internal sales teams.
- Support the BDM in analysing data trends to identify opportunities for Morningstar Wealth to grow Share of Wallet within assigned panel of clients.
- Achieve high growth with existing client accounts by proactively contacting clients in order to build and maintain existing relationships, and the ability to use internal resources to achieve results.
- Meet and exceed all targets including increasing AUM among existing client base, on a quarterly basis.
- Prepare accurate and timely reporting and support resources using our in-house CRM system.
- Manage the contracting of new and renewal business.
Qualifications:
Requirements
- Previous experience working with financial advisers and financial planners.
- Experience supporting and/or selling solutions for financial advisers and financial planners.
- Proven track record of consistently meeting or exceeding targets.
- Highly self-motivated, proactive in client communication, results oriented, persuasive, and tenacious.
- Confident interpersonal skills - ability to forge strong and successful client relationships.
- Ability to efficiently work with external and internal partners.
- Superior time management, interpersonal, and listening skills.
- Strong analytical skills able to quickly develop a thorough understanding of our products and internal sales support systems.
Morningstar is an equal opportunity employer.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity
