Job Description

Our client is a leading asset management and securities firm, known for delivering innovative investment solutions across equities, fixed income, real estate, and alternative assets. With a strong reputation for excellence and a client-focused approach, they are seeking talented professionals to join their team and contribute to creating long-term value and superior outcomes in the dynamic world of asset management and securities.

Key Responsibilities

Strategic Leadership

• Develop and implement a robust retail sales strategy aligned with the organisation’s overall growth objectives and market positioning.
• Conduct regular market analysis to identify emerging trends, client needs, and competitive opportunities in the retail investment space.
• Collaborate with product, marketing, and digital teams to ensure retail offerings remain innovative, relevant, and competitive.
• Lead strategic initiatives to expand geographic reach and penetrate new retail markets.

Sales Management & Execution

• Set ambitious but achievable sales targets for the retail sales team and monitor performance against these objectives.
• Oversee the design and execution of sales campaigns, promotions, and initiatives to drive client acquisition and retention.
• Optimise sales processes, systems, and tools to enhance efficiency and effectiveness across all retail channels.
• Analyse sales data and market feedback to refine strategies and improve outcomes.

Channel Development & Optimisation

• Develop and manage multi-channel sales strategies, including direct sales, digital platforms, financial advisers, and third-party distributors.
• Strengthen relationships with distribution partners to maximise reach and impact in the retail segment.
• Evaluate and introduce new sales channels and technologies to enhance client engagement and access.
• Ensure seamless integration and consistent messaging across all channels.

Client Relationship Management

• Build and maintain strong relationships with retail clients, ensuring exceptional service and satisfaction.
• Oversee the development of tailored investment solutions and educational resources for retail investors.
• Implement feedback mechanisms to capture client insights and drive continuous improvement in service delivery.
• Lead client engagement initiatives, such as seminars, webinars, and events, to foster loyalty and trust.

Performance Monitoring & Reporting

• Establish and monitor key performance indicators (KPIs) to measure sales effectiveness and market penetration.
• Prepare detailed sales reports and insights for executive management and the board.
• Utilise data analytics to assess trends, identify opportunities, and address challenges proactively.
• Ensure accuracy, transparency, and timeliness in all reporting activities.

Risk & Compliance

• Ensure all retail sales activities comply with relevant regulatory requirements and internal policies.
• Proactively identify and mitigate risks associated with sales practices, client interactions, and market entry.
• Work closely with compliance, legal, and risk teams to maintain high standards of integrity and ethical conduct.
• Foster a culture of compliance and responsible selling across the retail sales function.

Qualifications

Qualifications & Experience

• MSc/MBA in Business, Finance, Marketing, or a related field.
• Minimum of 10 years’ experience in retail sales, asset management, financial services, or related sectors.
• Proven track record in leading successful retail sales teams and delivering sustained growth.
• Strong knowledge of investment products, retail distribution channels, and regulatory frameworks.
• Excellent communication, negotiation, and stakeholder management skills.
• Demonstrated ability to drive innovation and adapt to changing market dynamics.