Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will build the commercial distribution engine for private credit notes and selected private-markets opportunities. You will originate and qualify investor opportunities, manage conversations through to close, maintain a disciplined pipeline, and help establish sales processes, feedback loops, and operating rhythms.
Requirements
- Have at least 10 years of relevant experience in UK wealth, family-office, or intermediary investment distribution.
- Maintain a deep and credible personal network among UK HNW investors, family offices, multifamily offices, wealth managers, or IFAs.
- Demonstrate personal experience placing and closing investment products.
- Have experience across more than one investment product.
- Assess relationship ownership and investor appetite realistically.
- Work in a goal-oriented, entrepreneurial, and self-sufficient manner.
- Show genuine interest in the proposition and credibility to build long-term trust.
Responsibilities
- Originate opportunities with UK high-net-worth individuals, family offices, multifamily offices, wealth managers, and IFAs.
- Own the commercial process from initial conversation and qualification through follow-up, objection handling, and close.
- Use your network to identify relationships with appetite for private credit and private-markets investments.
- Present the proposition commercially and involve the Venture Lead and investment colleagues in detailed product discussions.
- Build and manage a disciplined pipeline with activity, engagement, and conversion goals.
- Help establish the sales process, market feedback loop, and operating rhythm.