CrawlJobs Logo

Wealth Sales UK

blackrock.com Logo

BlackRock Investments

Location Icon

Location:
United Kingdom , London

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

The candidate will be responsible for prospecting, maintaining and further strengthening our key UK Wealth relationships. Success will be delivered through exceptional client service and a strong understanding of BlackRock’s products, solutions, and technology. The role requires an individual who can originate, co‑lead and close commercial opportunities, build trusted external relationships, and mobilise internal partners to deliver a superior client experience. The individual will also be required to manage and grow their own book of business, contributing to the wider team’s NNB and NNBF targets – Clients will include large desks within Wealth Management firms, as well as research responsibilities where appropriate. The individual will be required to proactively contribute to high level strategy, through developing and executing initiatives targeting new business, in addition to proactively defending assets under threat.

Job Responsibility:

  • Primary RM for assigned accounts, owning Investment Manager coverage, both senior and junior engagement, commercial/ pricing negotiations and issue resolution
  • Secondary RM on named strategic accounts, partnering with senior RMs to drive executive engagement, lead defined workstreams (pricing, onboarding, product placements) and provide support where needed
  • Originate and convert opportunities with Wealth Manager desks and Model Portfolio Services. Trusted contact for day-to-day account management of these relationships
  • Build deep, multi‑faceted relationships with clients to broaden product penetration (Active, Index, ETFs, Alternatives, SMAs, Technology, Bespoke client solutions etc)
  • Develop the partnership between the UK Wealth team and its internal Business stakeholders to improve delivery of operational projects and client service offering
  • Focus on evolving the distribution plan for BlackRock’s proprietary risk took, Portfolio 360
  • Broad understanding of EMEA regulatory landscape and input to high level strategy meetings
  • Strong project management skills required to ensure client projects are carried out efficiently and in a timely manner
  • Engage directly with BlackRock senior leadership, owning meeting agendas and follow‑through for both owned and supported accounts
  • Partner with internal product development teams to enhance BlackRock’s product range across EMEA and ensure existing products suit the investor landscape

Requirements:

  • Strong knowledge of the UK retail/wealth landscape, including fund selectors, platforms, and key consolidators
  • Proven sales and relationship management experience in the UK
  • Good research and data management skills
  • Student of the markets
  • credible on macro, asset allocation and portfolio construction
  • Organised, self‑motivated, flexible and inclusive team member who can lead or support cross‑functional deal teams
  • Firm understanding of the sales process—prospecting, qualification, solutioning, closing and long‑term account growth
  • Strong presentation skills
  • IMC or equivalent desirable. The successful candidate will be required to pass IMC if not already qualified
What we offer:
  • Retirement investment and tools designed to help you in building a sound financial future
  • access to education reimbursement
  • comprehensive resources to support your physical health and emotional well-being
  • family support programs
  • Flexible Time Off (FTO)

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Wealth Sales UK

Business Risk and Controls Officer

The Business Control Manager (BCM) is a first line of defense investment supervi...
Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant work experience in Business Risk & Controls, Private Banking, Wealth Management or Capital Markets role(s)
  • Strong understanding of UK FCA Conduct of Business (COB) rules and EU Regulations, particularly regarding Investment sales and suitability requirements
  • MS Excel, MS Power Point, SQL a plus
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Effective organizational and influencing skills required
  • Excellent problem-solving skills, with ability to dissect complex scenarios, see the big pictures with high attention to critical details
  • Demonstrated ability to develop, implement and challenge strategy and process improvement initiatives
Job Responsibility
Job Responsibility
  • Responsible for managing and supporting multiple risk and control programs for the organization including defining the strategy, approach, processes, quality, tools and reporting that provide global risk management consistency and excellence
  • Works closely with business partners on findings and makes recommendations on improving practices
  • Examines procedures for consistency and gaps relative to regulations in addition to impacts on customer experience
  • Review and approve client suitability profiles (IOS)
  • Monitors post-trade daily risk management reports relating to the Investment Decision Framework of the Retail Distribution of Investment Policy (RDIP), to ensure policy adherence and drivers of exceptions
  • Assists in the resolution of investment-related client complaints
  • Monitors Licensing and Registration requirements
  • Post-trade regulatory documentation delivery monitoring reviews
  • Assists in the management of trade errors and corrections
  • Review and approval of new discretionary accounts
What we offer
What we offer
  • Generous holiday allowance
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Award winning Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Business Development Executive - Professional Services

Join our growing Professional Services team to support our Financial Planners an...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
socialvalueportal.com Logo
Social Value Portal Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrable entrepreneurial mindset
  • A Level 4 qualification or be willing to work towards one
  • Relevant experience in financial services
  • Relevant experience working with solicitors and accountants
  • A clean driving license
  • Strong self-organization skills and a sense of personal responsibility
  • Confident communicator
  • Strong knowledge of financial advice, wealth management and how financial advisers, solicitors and accountants work together to serve their mutual clients
Job Responsibility
Job Responsibility
  • Being intermediary facing, with a combination of targeted face to face and remote interactions (including meetings, virtual meetings and webinars) as well as working across different teams within Quilter Cheviot
  • Work alongside the Professional Services Team, Financial Planners and Investment Managers to support relationships with key intermediary firms across the UK
  • Develop a thorough understanding of Quilter Cheviot’s products and services and the circumstances in which they may be appropriate for existing and potential clients
  • Develop a thorough understanding of key intermediary services and identify and develop opportunities to reciprocate referrals where appropriate
  • Provide training on the above points to solicitors, accountants and internal stakeholders
  • Identify, develop and coordinate opportunities to introduce Quilter Cheviot’s technical support across the key intermediaries we work with
  • Whilst collaborating with teams across Quilter Cheviot, develop a “panel” of intermediary opportunities, which you will be responsible for servicing
  • Liaise with intermediaries and internal stakeholders to support the onboarding of new clients
  • To collate information about target intermediaries from various sources available to Quilter Cheviot
  • Gather and present feedback about our services, identifying gaps and ensuring we remain competitive
What we offer
What we offer
  • Holiday: 182 hours (26 days)
  • Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution
  • Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions
  • Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children
  • Life Assurance: 4x your salary
  • Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence
  • Healthcare Cash Plan: Jersey employees only
  • In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction
  • Fulltime
Read More
Arrow Right
New

Private Wealth Administrator

This is a fantastic opportunity to join one of the UK’s leading independent fina...
Location
Location
United Kingdom , Bromsgrove
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong numeracy, literacy and attention to detail
  • Good Microsft packages skills, specifically Excel
  • Experience in stockbroking/financial services preferred
  • Team player with strong communication and stakeholder‑management skills
  • Confident telephone manner
  • Proactive, organised and able to prioritise under pressure
  • Critical thinker with high accuracy
  • Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market
Job Responsibility
Job Responsibility
  • Processing new business and ongoing account management
  • Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
  • A point of contact for clients, providers, and other members of the business
  • Processing the completion of transfers in and out
  • Loading and managing ongoing and initial fees on multiple platforms internally and externally
  • Posting deal reporting
  • Ensuring stock research is up to date
  • Creating and managing cash lists
  • Processing deceased cases i.e. probate and small estates
  • Dealing with the sale and transfers of shares
What we offer
What we offer
  • Flexible working & holidays
  • Competitive holiday allowance
  • Annual buy & sell scheme options
  • Birthday off
  • Additional holiday days for long service
  • Invited to annual Christmas and Summer parties
  • Contributory pension scheme with Royal London
  • Death-in-service benefit
  • Discretionary annual bonus
  • MediCash app for cashback on health and wellbeing initiatives
  • Fulltime
Read More
Arrow Right
New

Private Wealth Administrator

AFH Wealth Management is proud to be one of the UK’s leading independent financi...
Location
Location
United Kingdom , Bromsgrove
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong numeracy, literacy and attention to detail
  • Good Microsft packages skills, specifically Excel
  • Experience in stockbroking/financial services preferred
  • Team player with strong communication and stakeholder‑management skills
  • Confident telephone manner
  • Proactive, organised and able to prioritise under pressure
  • Critical thinker with high accuracy
  • Able to work 08:00–16:30, Monday–Friday in line with the opening times of the UK stock market
Job Responsibility
Job Responsibility
  • Processing new business and ongoing account management
  • Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
  • A point of contact for clients, providers, and other members of the business
  • Processing the completion of transfers in and out
  • Loading and managing ongoing and initial fees on multiple platforms internally and externally
  • Posting deal reporting
  • Ensuring stock research is up to date
  • Creating and managing cash lists
  • Processing deceased cases i.e. probate and small estates
  • Dealing with the sale and transfers of shares
What we offer
What we offer
  • Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
  • Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
  • Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
  • Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
  • Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
  • Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
  • Fulltime
Read More
Arrow Right

Client Investment Specialist

As a Client Investment Specialist, you’ll be at the heart of our bespoke advisor...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
quintet.com Logo
Quintet Private Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Higher Education (University / Bachelor)
  • Extensive experience in a similar role
  • Portfolio construction
  • Asset class analysis
  • Single financial instruments analysis
  • Financial Markets Techniques
  • Attention to Detail
  • Client-Centric Mindset
  • Communication (Verbal & Written)
  • Collaborative Teamwork
Job Responsibility
Job Responsibility
  • Lead for investment proposals & portfolio reviews for 'bespoke' clients in discretionary & advisory services
  • Lead for delivering recommendation & executing client requests for 'bespoke' advisory portfolios
  • Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
  • Communicate our house view to Client Advisors and clients, ensuring high quality 'after sales' content for discretionary mandates and advisory solutions
  • Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke Advisory solutions
  • Act as the ambassador of the entire Investment capabilities of our Group
  • Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth
  • Be an agent of change for strategic transformation
  • Help develop, pitch and oversee customised DPM solutions tailored to the needs of 'bespoke' clients
Read More
Arrow Right
New

Store Associate

Retail Store Associates play a meaningful role within the CVS Health family. At ...
Location
Location
United States , Granby
Salary
Salary:
15.00 - 22.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
April 06, 2026
Flip Icon
Requirements
Requirements
  • At least 16 years of age
  • Physical Requirements: Remaining upright on the feet, particularly for sustained periods of time
  • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
  • Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details
Job Responsibility
Job Responsibility
  • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
  • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
  • Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
  • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
  • Supporting opening and closing store activities, when needed
  • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
  • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
  • Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
What we offer
What we offer
  • Affordable medical plan options
  • 401(k) plan (including matching company contributions)
  • Employee stock purchase plan
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
  • Paid time off
  • Flexible work schedules
  • Family leave
  • Dependent care resources
  • Colleague assistance programs
  • Tuition assistance
  • Parttime
Read More
Arrow Right
New

Operations Manager

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Bourne
Salary
Salary:
20.00 - 34.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
April 05, 2026
Flip Icon
Requirements
Requirements
  • Deductive reasoning ability, advanced analytical skills and computer skills
  • Advanced communication skills, leadership, supervision, and influencing skill
  • Ability to work a full-time flexible schedule, including some early morning, overnight and weekend shifts, to work overtime as needed, and to respond to urgent issues at the store when they arise
Job Responsibility
Job Responsibility
  • Overall store management, supervision, and policy implementation
  • Sales and inventory management
  • Employee staffing, training, and development
  • Financial management
  • Customer service leadership
  • Lead others and work effectively with store crews
  • Supervise, assign and direct activities of the store’s crew
  • Effectively communicate information to store crew and supervisors in an open and timely manner
  • Support Store Manager with actions plans for operational and service improvement
  • Assist customers with their questions, problems and complaints
What we offer
What we offer
  • Affordable medical plan options
  • 401(k) plan (including matching company contributions)
  • Employee stock purchase plan
  • Wellness screenings
  • Tobacco cessation and weight management programs
  • Confidential counseling and financial coaching
  • Paid time off
  • Flexible work schedules
  • Family leave
  • Dependent care resources
  • Fulltime
Read More
Arrow Right
New

Store Manager in Training

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Dallas
Salary
Salary:
18.50 - 23.88 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
May 06, 2026
Flip Icon
Requirements
Requirements
  • High School diploma or GED
  • Bachelor's Degree
  • Retail management experience, or experience as a CVS Supervisor
  • Willingness to accept a promotion to Store Manager role at any location in the designated market
  • Ability to transfer to other CVS Pharmacy stores located within the designated market
  • Ability to work a schedule that may vary based on business needs
Job Responsibility
Job Responsibility
  • Communicate well verbally and in writing to support and lead your team
  • Perform customer care duties to provide high levels of service
  • Execute merchandising strategies to support store sales growth
  • Manage the store inventory and assets to maintain profitability
  • Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program
  • Support your store as management team member and lead in a manner that is consistent with CVS values and policies
  • Engage your colleagues in support of the company's purpose of "helping people on their path to better health"
  • Be willing to accept promotion roles with the market that you work in
What we offer
What we offer
  • Affordable medical plan options
  • 401(k) plan (including matching company contributions)
  • Employee stock purchase plan
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
  • Paid time off
  • Flexible work schedules
  • Family leave
  • Dependent care resources
  • Colleague assistance programs
  • Tuition assistance
  • Fulltime
Read More
Arrow Right