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Head of UK Wholesale Sales

William Blake Group
London, United Kingdom
Market Leading
Closing date
Jul 11, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Work closely with the Global Head of Sales and define the business development strategy and target Global and National Financial Intermediaries and direct distribution to institutional clients and professional direct investors (SFO/MFO).
  • Identify possible new distributors of our clients investment products within the UK. This involves presenting clear and concise product information to individuals and groups of investors, selectors and advisors varying in size
  • Service and updating of current and potential distribution partners on our clients market and product updates, investment trends and themes via regular road shows, visits, calls and mailings
  • Maintain and develop the existing client base and partners through a consultative and strategic approach to establish long-term relationships and partnership opportunities in accordance with the business plan
  • Identify critical firms with business development potential
  • Develop relationships with consultants (international, national)
  • Supporting the consolidation and expansion of our clients market share and market positioning in Wholesale
  • Identify new areas for growth and following these ideas from concept to execution in collaboration with the Global Head of Sales and the Business Development team
  • Plan and conduct full work weeks of meeting and travel activity
  • Manage business development and CRM staff within the wholesale/Institutional client remit
  • Organize and attend events such as Road Shows, Investment Seminars, Thematic Lunches, Fairs, Conferences, etc. in

collaboration with business development team and Investment Professionals
  • Maintain Client Relationship Management tool with up-to-date client / prospect information and call / meeting activity notes
  • Analysis of distributor transactions and reporting
  • Provide continual feedback to the Global Head of Sales and Management on market conditions, distributor and product requests, competitor information, operational or any other topic
  • Interface between various departments such as Marketing, Product, Event, Web, Communication, Legal, Middle Office,

Reporting, Accounting, Change Management on issues as they relate to these departments
  • Represent the company corporate values at the highest level internally and externally, while applying a professional and ethical demeanor at any time

  • Investment product and financial market knowledge is a must
  • Prior experience in the Asset Management industry and in particular the Wholesale segment
  • In-depth knowledge and connection of the wholesale (national/gloabal), institutional, FO and consultant markets in the UK
  • Acknowledged as a successful Business Development Manager with verifiable track record
  • Ability to interact with Senior Investment Professionals
  • Highly motivated and dynamic personality with the ability to strong self-motivation
  • Pro-active attitude and outgoing and transparent character with a business oriented mind-set
  • Eager to develop markets and able to work autonomously
  • Team management successful experience
  • Must be a team player and work well with corresponding local team and members of the wider organization
  • Excellent oral and written communication and presentation skills
  • Computer proficiency
  • The role requires frequent travelling
  • Graduate/post-graduate degree in a business related discipline

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