UK Intermediary Sales Director

Vontobel; City Of London; On-site; GBP 75,000 - 100,000; Full time

Job summary

A financial services firm in London is looking for an experienced Director to join their sales team. The role involves defining business strategies, managing client relationships, and planning marketing activities. Candidates should have a strong sales background, experience in asset management, and a well-established network in wealth management. The company offers a collaborative environment and state-of-the-art technology.

Benefits

Friendly, diverse team

Latest technology

Flat hierarchy

Agile working environment

Qualifications

• At least 7 years of asset management sales experience in the UK.
• Well established network in family office, wealth management, and fund of funds.
• Strong entrepreneurial spirit and self-motivation.

Responsibilities

• Define business strategy and analyse market trends.
• Manage structured sales process for client lead generation.
• Plan regional roadshows and marketing campaigns.

Skills

Strong sales skills

Proven track record in building relationships

Strong communication skills

Strong interpersonal skills

Presentation skills

Job description

Would you like to join a dynamic and driven sales team? Do you have a genuine passion for client acquisition and a desire to work with a strong team to grow our intermediary business?

We are looking for an experienced, well connected sales manager who knows the UK intermediary market to join our team. Working in a small team in Vontobel’s London office, an independent entrepreneurial approach is vital yet a strong cultural fit is also important.

What would your role be?

As a Director within our intermediary team, you will have an integral role to continue our growth with leading wealth managers, fund-of-funds and family offices. Principal responsibilities will include:

Responsibilities

• Planning
• Define business strategy (market segmentation, target clients, growth plan)
• Analyse peer group developments and trends in alternative investing
• Prioritise products for sales planning and provide input into product development
• Sales
• Manage structured sales process for client lead generation, follow up and conversion
• Systmatically acquire clients and progress client take-on
• Manage ongoing relationship once clients are acquired
• Build in depth knowledge about Vontobel’s investment strategies / funds, portfolio positioning and the portfolio managers\' investment views
• Ensure competitive and consistent positioning of Vontobel and our products
• Oversee RFP and tender processes to ensure client requirements are optimally covered (in collaboration with dedicated support teams)
• Work in close collaboration with the UK/Ireland Sales team in London as well as the investment teams and Investment Communications team in Zurich.
• Marketing Coordination
• Plan regional roadshows, marketing campaigns and investment conference participations in alignment with overall marketing plan
• Strengthen Vontobel’s brand in the intermediary market
• Optimise all marketing materials (brochures, presentations, etc.)

What are we looking for?

• Senior Sales and Relationship Manager with at least 7 years of asset management sales experience in the UK.
• Strong sales skills with a proven track record in building long-term relationships and significant AUM.
• Well established network in the family office, wealth management and fund of funds channels.
• Strong entrepreneurial spirit and self-motivation, ability to work both independently and as a team player.
• Client centric mindset combined with a genuine passion for investing
• Strong communication, interpersonal and presentation skills.
• High personal integrity.

What do we offer?

• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.