Head of UK Sales IFA

Job Description

Job ResponsibilitiesSales and Business Development

• Develop and implement effective sales strategies to acquire new clients and achieve revenue targets.
• Identify and prospect potential clients through various channels, including networking events, referrals, and market research.
• Conduct presentations and product demonstrations to showcase the firms offerings.
• Identify and pursue new business opportunities, and establish and maintain strategic partnerships to drive business growth with a focus on wealth managers and IFAs in the UK

Client Relations

• Build and maintain strong trust-based relationships with existing clients, understanding their investment goals, and ensuring client satisfaction.
• Act as the primary point of contact for key clients, addressing their needs and concerns promptly and effectively.
• Work closely with internal and external teams, including portfolio management, operations, and fund administrators to ensure seamless client experiences.

Marketing

• Develop and execute innovative marketing strategies to enhance brand awareness and market positioning.
• Oversee the creation of compelling campaigns and content.
• Utilise market research and analytics to identify trends, opportunities, and competitive positioning.
• Ensure consistent and cohesive messaging across all marketing channels in line with product positioning and brand identity.
• Stay abreast of industry trends, market conditions, and competitor activities to inform strategic decision-making.

Management & Reporting

• Lead the Sales and Client Relations team providing mentorship, coaching, and guidance to enhance their skills and performance.
• Foster a collaborative and results-driven team culture.
• Maintain regular reporting to clients (factsheets, quarterly letters), funds databases and platforms.
• Utilise data and analytics to assess the effectiveness of sales strategies and make data-driven recommendations for improvement.
• Prepare regular reports on sales performance, client retention, and market trends for senior leadership.
• Develop and manage the sales and marketing budget effectively.
• Ensure all sales activities comply with regulatory requirements and industry standards.

Job RequirementsSkills & Experience

• Minimum 10 years’ experience in sales and business development within asset management
• Exceptional interpersonal and communication skills, with the ability to build and maintain relationships at all levels.
• Have a network of relationships with wealth managers and IFA firms in the UK.
• Strong understanding of financial markets and client needs.
• In-depth knowledge of investment products including UCITS funds
• Experience with fund platforms
• Experience with institutional DDQs
• Effective planning, organisation and time-management skills
• Strong IT skills and experience with CRM systems.
• Willingness to travel extensively inside the UK and internationally.

Personal Qualities

• Determined / persistent / tenacious / conscientious.
• High integrity and professionalism.
• Ability to remain calm under pressure.
• Creative problem-solving and thinking outside the box.
• Enthusiastic with positive energy and attitude.
• High attention to detail