Job offer

UK Intermediary Sales Director

The UK Intermediary Sales Director role at Vontobel in London involves leading a team in intermediary sales to drive growth with leading wealth managers, funds and family offices. The candidate should have experience in the distribution of wealth management products and have a strong network in the UK market.

Job description: UK Intermediary Sales Director

Tasks

  • As a Director within our Intermediaries team, you will play a central role in continuing our growth with leading asset managers, funds-of-funds and family offices.
  • Main 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 contribution to product development
    • Distribution
      • Management of a structured sales process for generating customer leads, follow-up and conversion
      • Systematic acquisition of customers and progression of customer takeover
    • Vontobel positioning and 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 a proven track record of building long-term relationships and significant assets under management (AUM)
  • 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
  • Highly integrative personality

We offer

  • All the latest technologies to facilitate and promote your work
  • A pleasant working environment in which we value our cooperation and interaction with each other

Job details

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