A reputable client of sours specialising in Financial Services, is currently looking to onboard a Head of Distribution and Client Management to join their team of professionals:
Duties:
Develop and implement a comprehensive distribution strategy aligned with the company's overall business objectives, identifying new market opportunities and optimising existing channels to drive growth
Lead, mentor, and motivate the distribution team to achieve sales targets and business goals, fostering a high-performance culture through coaching, training, and performance management
Build and maintain strong relationships with retail and institutional clients, understanding their needs, providing tailored investment solutions, and ensuring a high level of client satisfaction; This also includes the management and review of client portfolios
Oversee the management and optimisation of all distribution channels, including direct sales, intermediaries, and digital platforms, developing partnerships with key stakeholders to enhance distribution capabilities
Conduct market research and competitive analysis to stay informed about industry trends, client preferences, and emerging opportunities, using insights to inform strategic decisions and improve distribution effectiveness
Collaborate with both the research and the marketing team to develop and execute promotional campaigns for investment products, ensuring consistent communication and brand positioning across all distribution channels
Ensure all distribution activities comply with relevant regulatory requirements and company policies, maintaining up-to-date knowledge of industry regulations and best practices, also ensuring that team members continuously follow best practise and regulatory requirements when servicing clients
Establish key performance indicators (KPIs) to track the effectiveness of distribution strategies. Regularly reviewing and analysing sales data, client feedback, and market trends to inform continuous improvement.
Work closely with other departments, including Research, Marketing, Compliance, and Operations, to ensure a cohesive approach to client service and business development.
Oversee the Client Management team, guiding them on both the management of existing client relationships and the onboarding of new clients.
Requirements
Minimum of 5 years of experience in distribution or sales within the investment management/banking/finance industry
Proven track record of achieving sales targets and driving business growth
Strong knowledge of investment products, financial markets, and regulatory requirements
Proficiency in CRM software and Microsoft Office Suite
Excellent verbal and written communication skills in English
Ability to build and maintain strong client relationships
Education and Experience
Bachelor's degree in Finance, Business Administration, Marketing, or a related field
A reputable client of sours specialising in Financial Services, is currently looking to onboard a Head of Distribution and Client Management to join their team of professionals:
Duties:
Develop and implement a comprehensive distribution strategy aligned with the company's overall business objectives, identifying new market opportunities and optimising existing channels to drive growth
Lead, mentor, and motivate the distribution team to achieve sales targets and business goals, fostering a high-performance culture through coaching, training, and performance management
Build and maintain strong relationships with retail and institutional clients, understanding their needs, providing tailored investment solutions, and ensuring a high level of client satisfaction; This also includes the management and review of client portfolios
Oversee the management and optimisation of all distribution channels, including direct sales, intermediaries, and digital platforms, developing partnerships with key stakeholders to enhance distribution capabilities
Conduct market research and competitive analysis to stay informed about industry trends, client preferences, and emerging opportunities, using insights to inform strategic decisions and improve distribution effectiveness
Collaborate with both the research and the marketing team to develop and execute promotional campaigns for investment products, ensuring consistent communication and brand positioning across all distribution channels
Ensure all distribution activities comply with relevant regulatory requirements and company policies, maintaining up-to-date knowledge of industry regulations and best practices, also ensuring that team members continuously follow best practise and regulatory requirements when servicing clients
Establish key performance indicators (KPIs) to track the effectiveness of distribution strategies. Regularly reviewing and analysing sales data, client feedback, and market trends to inform continuous improvement.
Work closely with other departments, including Research, Marketing, Compliance, and Operations, to ensure a cohesive approach to client service and business development.
Oversee the Client Management team, guiding them on both the management of existing client relationships and the onboarding of new clients.
Requirements
Minimum of 5 years of experience in distribution or sales within the investment management/banking/finance industry
Proven track record of achieving sales targets and driving business growth
Strong knowledge of investment products, financial markets, and regulatory requirements
Proficiency in CRM software and Microsoft Office Suite
Excellent verbal and written communication skills in English
Ability to build and maintain strong client relationships
Education and Experience
Bachelor's degree in Finance, Business Administration, Marketing, or a related field
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