Third Party Distribution Sales UK

  • £100,000 - £125,000 + bonus + benefits
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Non-disclosed
  • 19 Jun 18 2018-06-19

My client is a well-known Asset Manager seeking a Senior Sales individual to focus on UK and Ireland Wealth Managers, Insurance, Fund of Funds and Family Offices.

The Role:

  • Plan and deliver the budgeted sales targets from key prospects and existing clients. The clients would be primarily defined as;
    • UK based wealth managers, insurance companies, fund platforms, Fund of Funds and family offices.
    • Distributors operating in the UK, including local distribution contacts working for Global Distributors.
    • Similar clients as above, operating in Ireland
  • Proactively develop strong relationships with existing and prospect clients
  • Responsible for the admin and sales support of their defined client list
  • Act as the main communication conduit for clients
  • Contribute to the sales and marketing strategy
  • Advise prospects and clients on specific investments, if required
  • Provide excellent customer service, including reporting, communications and record keeping, thereby ensuring total transparency with clients.
  • Build and maintain relationships with all internal departments.
  • Regularly update the internal CRM system to ensure activity can be accurately monitored.
  • Help in the preparation of Distributor Acceptance, KYC and Distribution Agreement documentation.
  • Diligently build and proactively drive comprehensive action plans for key local clients.