Head of Fiduciary Sales

Meredith Brown Associates
London, United Kingdom
Jan 18, 2019
Jan 26, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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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