Our client is a leading asset management and securities firm, known for delivering innovative investment solutions across equities, fixed income, real estate, and alternative assets. With a strong reputation for excellence and a client-focused approach, they are seeking talented professionals to join their team and contribute to creating long-term value and superior outcomes in the dynamic world of asset management and securities.
Job Description
Key Responsibilities
Strategic Leadership
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Develop and implement a robust retail sales strategy aligned with the organisation’s overall growth objectives and market positioning.
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Conduct regular market analysis to identify emerging trends, client needs, and competitive opportunities in the retail investment space.
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Collaborate with product, marketing, and digital teams to ensure retail offerings remain innovative, relevant, and competitive.
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Lead strategic initiatives to expand geographic reach and penetrate new retail markets.
Sales Management & Execution
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Set ambitious but achievable sales targets for the retail sales team and monitor performance against these objectives.
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Oversee the design and execution of sales campaigns, promotions, and initiatives to drive client acquisition and retention.
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Optimise sales processes, systems, and tools to enhance efficiency and effectiveness across all retail channels.
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Analyse sales data and market feedback to refine strategies and improve outcomes.
Channel Development & Optimisation
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Develop and manage multi-channel sales strategies, including direct sales, digital platforms, financial advisers, and third-party distributors.
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Strengthen relationships with distribution partners to maximise reach and impact in the retail segment.
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Evaluate and introduce new sales channels and technologies to enhance client engagement and access.
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Ensure seamless integration and consistent messaging across all channels.
Client Relationship Management
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Build and maintain strong relationships with retail clients, ensuring exceptional service and satisfaction.
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Oversee the development of tailored investment solutions and educational resources for retail investors.
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Implement feedback mechanisms to capture client insights and drive continuous improvement in service delivery.
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Lead client engagement initiatives, such as seminars, webinars, and events, to foster loyalty and trust.
Performance Monitoring & Reporting
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Establish and monitor key performance indicators (KPIs) to measure sales effectiveness and market penetration.
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Prepare detailed sales reports and insights for executive management and the board.
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Utilise data analytics to assess trends, identify opportunities, and address challenges proactively.
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Ensure accuracy, transparency, and timeliness in all reporting activities.
Risk & Compliance
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Ensure all retail sales activities comply with relevant regulatory requirements and internal policies.
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Proactively identify and mitigate risks associated with sales practices, client interactions, and market entry.
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Work closely with compliance, legal, and risk teams to maintain high standards of integrity and ethical conduct.
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Foster a culture of compliance and responsible selling across the retail sales function.
Qualifications
Qualifications & Experience
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MSc/MBA in Business, Finance, Marketing, or a related field.
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Minimum of 10 years’ experience in retail sales, asset management, financial services, or related sectors.
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Proven track record in leading successful retail sales teams and delivering sustained growth.
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Strong knowledge of investment products, retail distribution channels, and regulatory frameworks.
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Excellent communication, negotiation, and stakeholder management skills.
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Demonstrated ability to drive innovation and adapt to changing market dynamics.