Job offer
UK Intermediary Sales Director
We are looking for an experienced Sales Director to grow our Intermediary business in the UK. The role includes responsibility for business strategy, sales and marketing coordination for leading wealth managers, funds and family offices.
Job description: UK Intermediary Sales Director
Tasks
- Planning:
- Definition of the business strategy (market segmentation, target customers, growth plan)
- Analysis of developments and trends in alternative investments in peer groups
- Prioritization of products for sales planning and input into product development
- Sale:
- Management of a structured sales process for lead generation, follow-up and conversion of customers
- Systematic acquisition of customers and progression of customer takeover
- Vontobel's positioning and the investment views of the portfolio managers
- Ensuring a competitive and consistent positioning of Vontobel and our products
- Monitoring RFP and tender processes to ensure that customer requirements are optimally covered (in collaboration with dedicated support teams)
- Collaboration with the UK/Ireland sales team in London as well as the investment teams and the investment communications team in Zurich
- Marketing coordination:
- Planning of regional roadshows, marketing campaigns and participation in investment conferences in line with the overall marketing plan
- Strengthening the Vontobel brand in the intermediaries market
- Optimization of all marketing materials (brochures, presentations, etc.)
Requirements
- Senior sales and relationship manager with at least 7 years' experience in asset management sales in the UK
- Strong sales skills with proven success in establishing long-term relationships and significant assets under management
- Established network in the areas of family office, asset management and funds of funds
- Strong entrepreneurial spirit and self-motivation, ability to work both independently and as a team player
- Customer-oriented mindset combined with a real passion for investment
- Strong communication, interpersonal and presentation skills
- High level of personal integrity
We offer
- All the latest technologies to facilitate and promote your work
- A pleasant working environment in which we value our cooperation and togetherness
Job details
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