Amerish Patel

Senior Talent Manager at Truestar Talent

Coventry, West Midlands, England, United Kingdom

View resume

Skills

Business Development & Revenue Growth
IFA Relationship Management
Discretionary Fund Management (DFM) Exposure
Investment Solutions & Portfolio Understanding
Client Acquisition & Retention
Pipeline Development & Lead Generation
Stakeholder Engagement & Influencing
Consultative Sales Approach
Financial Planning & Wealth Management
Intermediary & Broker Relationship Management
Cross-Selling & Partnership Development
Market Intelligence & Competitor Analysis
CRM Systems & Data Management
Presentation & Communication Skills
Strategic Planning & Execution

About

I am a commercially driven Business Development Manager with a strong track record of building and growing relationships across the UK financial advice market. Over the past 3+ years, I have worked closely with Financial Advisers from a wide range of backgrounds, developing a deep understanding of how they assess, adopt and engage with investment propositions.

My experience spans wealth management, financial planning and intermediary markets, including roles with Quilter and St James’s Place, where I have supported business growth through adviser engagement, lead generation and relationship development. I have built a high-quality network of advisers across the UK, with the majority of my professional connections within the IFA space.

Alongside my commercial experience, I bring strong technical investment knowledge, supported by the Investment Management Certificate (IMC) and Level 4 Diploma in Financial Advice. This allows me to hold credible, informed conversations around investment solutions and portfolio strategies while maintaining a consultative, relationship-led approach.

I am motivated by building long-term partnerships, identifying new business opportunities and delivering measurable growth. I am now looking to further develop my career within a discretionary fund management, asset management or platform environment, where I can combine my adviser relationships, commercial drive and investment knowledge to contribute to business growth and client outcomes.