Head of Fiduciary Sales
- Employer
- Meredith Brown Associates
- Location
- London, United Kingdom
- Salary
- £Exc
- Closing date
- Jan 26, 2019
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Role & Responsibilities:
- Ability and credibility to engage with senior investors in terms of representing client issues and trends, contributing to the formulation of investment solutions
- Build and sustain sales pipeline from book of clients and third parties
- Engage with clients at a level of technical competence
- Develop sales plans and retention strategies
- Ability to engage with senior management
- Engage effectively with senior client decision makers both on Trustee Boards and at the corporate
- Responsibility for good governance and risk management in terms of the relationships with clients and other counterparties
- Responsibility for maintaining and updating team process and implementing Salesforce as the key source of client data storage
Skills Required
- Preferably higher education/degree
- Ideally IMC and/or CFA or other relevant qualification
- Demonstrate technical competence
- Direct fiduciary management client delivery and sales experience, able to demonstrate significant client wins
- Experience of working with internal stakeholders to motivate them in the delivery of the chosen distribution strategy
- Investment consulting experience would be helpful
- Ability to demonstrate strong leadership qualities with experience of sole responsibility of managing client relationships
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