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BNY

Safeguards and moves assets for investors

Senior Specialist - Client Coverage, UK Wealth Distribution

Account ManagementConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • Experience in a client-facing role within asset management, wealth management, or financial services.
  • A strong understanding of the UK wealth management and intermediary distribution market.
  • Degree educated and IMC qualified.
  • 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.
  • Strong relationship management, business development, and collaboration skills.

Responsibilities

  • Support the execution of BNY Investments’ UK Wealth channel strategy and drive 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 exchange-traded funds and model portfolios.
  • Maintain accurate pipeline and client activity records while ensuring all engagement complies with regulatory and governance requirements.

Desired Qualifications

  • Existing wealth manager relationships.
  • CFA and/or CAIA qualifications.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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