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Head of Sales

Head of Sales - London (West End)

Salary - Competitive Excellent Benefits

The Client

Our client is a London-based independent wealth management firm who have been providing innovative financial and investment solutions for their clients. They have built a reputation for being a reliable partner who safeguards their client`s interests and protects their wealth. The team consists of internal and external experts in wealth structuring and planning, corporate and private fund raising, private equity and alternative investments, investment advisory, fund management and legal assistance.

The Role

The Head of Sales will provide the leadership and strategic director to a team of Relationship Managers and Business Developers, while still maintaining a portfolio of their own clients. This is a regulated sales role providing financial advice to clients. The position will report to the Board and will be based in their London Office with occasional travel to meet clients face-to-face.

Responsibilities:

Achieve financial goals and elements of the financial plan as well as goals set in terms of client growth, cross sales of investment products (volume and value), and retention of funds and clients.

Set up/led a team of Relationship Managers and Business Developers within the context of the organisational vision, provide motivation and empowerment for the team to reach organisational goals via:

Coaching and development under a robust supervisory structure that ensures all business is carried out in a compliant manner and that staff are trained in the core capabilities of - advisory practice, transactions, sales process, compliance, and product and market knowledge

Management of the staff resources to maximise investment product sales, deepen client relationships and growth, prevent attrition, encourage Member get Member referrals, maintain optimum client contact frequency

Working closely with sales team to ensure smooth and effective on boarding of clients

Work closely with Head of Strategy and Product Development to make sure company`s offering is attractive and fits the needs of the existing and potential clients.

Take responsibility to build relationships with key clients and partners that can enhance the future opportunities of the business and generate revenue streams for team members, by exploring and closing out new business opportunities/channels/networks.

Maintain of a proper client relationship system and ensure effective monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work.

Skills and Experience

8 years` experience in private banking/wealth management in London.

Leadership background and ability to develop sales teams within a banking environment.

Consistent performance of building accounts and growing revenue year on year with a strong transferable book of clients.

CISI Level 4 IAD equ

This job vacancy is no longer active.

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