VP, UK Wealth Advisory Sales & Tech Enablement

LGBT Great; City of Edinburgh; Hybrid; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading asset management firm is seeking a skilled sales professional to enhance its market presence. This role focuses on generating sales through telephone outreach, requiring strong relationship management and sales skills. Candidates should possess a relevant degree, with a proven track record in sales or business development. A supportive hybrid work model allows for flexibility while ensuring collaboration and effective onboarding. Competitive benefits are offered to support employee well-being.

Benefits

Retirement investment tools

Education reimbursement

Health and wellness resources

Flexible Time Off (FTO)

Qualifications

• Proven track record in telephone-based sales or business development.
• Must be confident and persuasive on the phone.
• Ability to maintain focus and motivation under pressure.

Responsibilities

• Carry out telephone-based calls to generate qualified sales opportunities.
• Build relationships with advisors to enhance sales.
• Handle inbound calls and pitch solutions effectively.

Skills

Telephone-based sales experience

Relationship management

Sales acumen

Tech-fluency with CRM

Strong communication skills

Knowledge of investment solutions

Ability to work under pressure

Education

BA/BSc degree or equivalent experience

IMC qualification preferred

Tools

CRM technology

Portfolio analytics tools

Job description

A leading asset management firm is seeking a skilled sales professional to enhance its market presence. This role focuses on generating sales through telephone outreach, requiring strong relationship management and sales skills. Candidates should possess a relevant degree, with a proven track record in sales or business development. A supportive hybrid work model allows for flexibility while ensuring collaboration and effective onboarding. Competitive benefits are offered to support employee well-being.