Group Head, Retail Sales

Our client is a leading asset management and securities firm, known for delivering innovative investment solutions across equities, fixed income, real estate, and alternative assets. With a strong reputation for excellence and a client-focused approach, they are seeking talented professionals to join their team and contribute to creating long-term value and superior outcomes in the dynamic world of asset management and securities.

Responsibilities

Develop and implement a robust retail sales strategy aligned with the organisation’s overall growth objectives and market positioning.; Conduct regular market analysis to identify emerging trends, client needs, and competitive opportunities in the retail investment space.; Collaborate with product, marketing, and digital teams to ensure retail offerings remain innovative, relevant, and competitive.; Lead strategic initiatives to expand geographic reach and penetrate new retail markets.; Set ambitious but achievable sales targets for the retail sales team and monitor performance against these objectives.; Oversee the design and execution of sales campaigns, promotions, and initiatives to drive client acquisition and retention.; Optimise sales processes, systems, and tools to enhance efficiency and effectiveness across all retail channels.; Analyse sales data and market feedback to refine strategies and improve outcomes.; Develop and manage multi-channel sales strategies, including direct sales, digital platforms, financial advisers, and third-party distributors.; Strengthen relationships with distribution partners to maximise reach and impact in the retail segment.; Evaluate and introduce new sales channels and technologies to enhance client engagement and access.; Ensure seamless integration and consistent messaging across all channels.; Build and maintain strong relationships with retail clients, ensuring exceptional service and satisfaction.; Oversee the development of tailored investment solutions and educational resources for retail investors.; Implement feedback mechanisms to capture client insights and drive continuous improvement in service delivery.; Lead client engagement initiatives, such as seminars, webinars, and events, to foster loyalty and trust.; Establish and monitor key performance indicators (KPIs) to measure sales effectiveness and market penetration.; Prepare detailed sales reports and insights for executive management and the board.; Utilise data analytics to assess trends, identify opportunities, and address challenges proactively.; Ensure accuracy, transparency, and timeliness in all reporting activities.; Ensure all retail sales activities comply with relevant regulatory requirements and internal policies.; Proactively identify and mitigate risks associated with sales practices, client interactions, and market entry.; Work closely with compliance, legal, and risk teams to maintain high standards of integrity and ethical conduct.; Foster a culture of compliance and responsible selling across the retail sales function.

Requirements

MSc/MBA in Business, Finance, Marketing, or a related field.; Minimum of 10 years’ experience in retail sales, asset management, financial services, or related sectors.; Proven track record in leading successful retail sales teams and delivering sustained growth.; Strong knowledge of investment products, retail distribution channels, and regulatory frameworks.; Excellent communication, negotiation, and stakeholder management skills.; Demonstrated ability to drive innovation and adapt to changing market dynamics.