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Hybrid Investment Sales Leader - North East

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Morningstar
Full Time position
Listed on 2026-08-30
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales
Job Description & How to Apply Below

Morningstar is seeking a senior sales professional to grow funds under management with financial advice and wealth management clients in the North East of England. You will build consultative, trust-based relationships and conduct meetings, both in person and remotely, to promote Morningstar’s portfolios and services.

The role emphasizes a proven investment/platform sales track record, excellent relationship skills, and the ability to work in a fast-paced, hybrid environment with a strong focus

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