Third Party Distribution Sales UK
- £100,000 - £125,000 + bonus + benefits
- London, England, United Kingdom London England GB
- Permanent, Full time
- 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.
- 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.