Chief Sales Officer
2 days ago
**Job Title:** Chief Sales Officer
We are seeking a seasoned and results-driven Chief Sales Officer to spearhead the growth of our Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) products across various B2B channels.
The ideal candidate will have a proven track record in financial product sales, exceptional relationship management skills, and the ability to develop and execute sales strategies aligned with organizational objectives.
Main Responsibilities:
- Lead the sales efforts for PMS and AIF products across Wealth Management, Private Client Groups (PCG), Banks, and Independent Financial Advisor (IFA) channels.
- Develop and maintain strong relationships with channel partners by delivering exceptional service and tailored solutions.
- Build and expand the IFA channel, ensuring comprehensive market penetration and enhanced distribution capabilities.
- Communicate the firm's investment strategies and product offerings effectively to relationship managers and team leaders within partner organizations.
- Organize and lead team huddles, training sessions, and client events to boost sales engagement and brand visibility.
- Monitor and analyze market trends and competitor activities to provide actionable insights and optimize sales strategies.
- Collaborate with internal teams to ensure smooth delivery, operational excellence, and client satisfaction.
- Achieve both short-term targets and long-term business growth objectives while adhering to high standards of quality and compliance.
Desired Candidate Profile:
- Strong experience in financial services, particularly in the distribution of PMS, AIF, or related investment products.
- Proven ability to manage B2B channels and build long-lasting relationships with Wealth Managers, RMs, and IFAs.
- Excellent communication, presentation, and interpersonal skills.
- Strategic thinker with the ability to drive business objectives and navigate competitive landscapes.
- Self-motivated, results-driven, and adept at working in a fast-paced environment.
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