Would you like to join a dynamic and driven sales team? Do you have a genuine passion for client acquisition and a desire to work with a strong team to grow our intermediary business?

We are looking for an experienced, well connected sales manager who knows the UK intermediary market to join our team. Working in a small team in Vontobel’s London office, an independent entrepreneurial approach is vital yet a strong cultural fit is also important.

What would your role be?

As a Director within our intermediary team, you will have an integral role to continue our growth with leading wealth managers, fund-of-funds and family offices.  Principal responsibilities will include:

Planning

  • Define business strategy (market segmentation, target clients, growth plan)
  • Analyse peer group developments and trends in alternative investing
  • Prioritise products for sales planning and provide input into product development

Sales

  • Manage structured sales process for client lead generation, follow up and conversion
  • Systematically acquire clients and progress client take-on
  • Manage ongoing relationship once clients are acquired
  • Build in depth knowledge about Vontobel’s investment strategies / funds, portfolio positioning and the portfolio managers' investment views
  • Ensure competitive and consistent positioning of Vontobel and our products
  • Oversee RFP and tender processes to ensure client requirements are optimally covered (in collaboration with dedicated support teams)
  • Work in close collaboration with the UK/Ireland Sales team in London as well as the investment teams and Investment Communications team in Zurich.

Marketing Coordination

  • Plan regional roadshows, marketing campaigns and investment conference participations in alignment with overall marketing plan
  • Strengthen Vontobel’s brand in the intermediary market
  • Optimise all marketing materials (brochures, presentations, etc.)

What are we looking for?

  • Senior Sales and Relationship Manager with at least 7 years of asset management sales experience in the UK.
  • Strong sales skills with a proven track record in building long-term relationships and significant AUM.
  • Well established network in the family office, wealth management and fund of funds channels.
  • Strong entrepreneurial spirit and self-motivation, ability to work both independently and as a team player.
  • Client centric mindset combined with a genuine passion for investing
  • Strong communication, interpersonal and presentation skills.
  • High personal integrity.

What do we offer?

  • Friendly, diverse team in an open-office space.
  • All the latest technology to help you excel and advance.
  • Agile environment in how we think, the way we work and our trust for each other.
  • Flat hierarchy with collaboration at all levels.

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