Join to apply for the UK Intermediary Sales Director role at Vontobel

Join to apply for the UK Intermediary Sales Director role at Vontobel

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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?

Responsibilities

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:

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
  
  

• Manage structured sales process for client lead generation, follow up and conversion
• Systematically 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.
  
  

• 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.)
  
  

• 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.
  
  

• 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.
  
  

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Financial Services and Banking

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