Business Development Manager (Based in North West Region)
Dun & Bradstreet(1 month ago)
About this role
A regional sales role within Morningstar Wealth (UK) focused on developing new business with financial advice and wealth management clients in the North West/North Wales region. The position centers on growing funds under management across managed portfolios, multi-asset funds and the firm’s wealth platform. The role operates in a hybrid model with regular face-to-face and remote client engagement and internal collaboration.
Required Skills
- Business Development
- Relationship Management
- Investment Sales
- Prospecting
- Presentation
- Training
- CRM
- Excel
- Compliance
- Communication
+2 more
About Dun & Bradstreet
dnb.comDun & Bradstreet provides commercial data, analytics, and insights that help organizations meet sales and marketing goals, manage global supply chains, and mitigate credit risk. Backed by nearly two centuries of business data, D&B offers authoritative company intelligence, standardized firmographics, risk scores, and identifiers to support customer acquisition, supplier management, and compliance. Their platforms and APIs deliver global coverage and analytics to power finance, procurement, and go-to-market decision-making. Businesses rely on D&B for scalable, data-driven solutions that improve operational and strategic performance.
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