Responsibilities

• Develop and nurture strong, long-term relationships with financial advisers within the tax-efficient investment space
• Identify new business opportunities and convert leads into profitable client relationships
• Engage with advisers through face-to-face meetings, conferences, and hybrid communications to promote the company’s product range
• Achieve and exceed sales targets by applying effective sales strategies and product knowledge
• Collaborate closely with internal teams to ensure client needs are met and service delivery is maintained at a high standard
• Maintain up-to-date knowledge of market trends, legislative changes, and competitor activity in tax-efficient investments

Requirements

• Proven experience selling to IFAs, could even be an office-based environment seeking to take the next step in a regional BDM position.
• Track record of consistently meeting or exceeding sales targets
• Excellent communication and relationship-building skills
• Proactive attitude with the ability to manage a diverse client portfolio effectively

This role offers a competitive package including competitive salary and uncapped bonus, excellent opportunities for career development, and a supportive environment within a prestigious and innovative firm. If you are ready to elevate your career in business development within the investment management sector, we encourage you to apply today for a confidential discussion. Take the next step in your professional journey with RMK Talent Solutions — your partner in talent excellence.

If so, we are working with one of the UK’s leading financial planning business as they are seeking driven individuals from diverse backgrounds intrigued by the prospects of becoming financial advisers. This profession offers:

• Flexibility to balance work and family life effectively.
• Lucrative financial perks coupled with avenues for advancement.
• Personal fulfillment derived from engaging in meaningful and gratifying work.
• Currently, the client is seeking candidates for its full-time programme. 

Successful applicants will gain:

• Full coverage from expert tutoring and access to an online curriculum to attain the Level 4 CII Qualification - Diploma in Regulated Financial Advice.
• Entry into a self-employed Adviser role upon qualification building your own empire.

If you're already part of the financial services realm, you understand the soaring demand for financial planners and the exciting prospects in this field. Alternatively, if you're transitioning from another industry, this academy is dedicated to facilitating your entry into this promising sector.

If you resonate with the following statements, we'd love to connect with you:

• I aspire to establish my own venture as a financial planner.
• I'm considering a career switch or re-entering the workforce.
• I possess a strong work ethic, diligence, and attention to detail.
• I am ethically inclined and committed to adhering to regulations.
• I excel in communication and relationship-building.

Curious about the dynamics of working as a Financial Adviser? Let's discuss the dynamic and rewarding nature of this profession. In the interim, here's a glimpse into what you could be engaged in:

• Cultivating new client opportunities to expand your clientele.
• Guiding clients towards prudent financial decisions aligned with their objectives.
• Crafting comprehensive financial plans to steer clients towards their goals.
• Offering counsel on contemporary financial matters and providing recommendations.
• Cultivating new business avenues and fostering introducer relationships.
• Tailoring financial strategies to accommodate clients' evolving requirements.
• Nurturing enduring client relationships and upholding industry knowledge.

Simply submit your application below to receive a webinar invitation where we'll delve deeper into the benefits we offer, how you stand to gain, and the subsequent steps forward.

*Trainee Financial Adviser opportunity - FAST-TRACK PROGRAMME - UK Wide***

Are you currently CII/CISI/LIBF Level 4 qualified keen and ready to move into an Adviser role? If so this may be the opportunity you are seeking!

We are hiring for Qualified Trainee Financial Advisers for a new, fully funded training academy (13 months guaranteed income). This is a fantastic opportunity to enter a structured academy programme that will support you developing the necessary skills to help launch you're Adviser career - including client introductions - required to become a successful financial adviser. In this academy you will:

• Develop core skills and behaviours relevant to the job role
• Enjoy the support of a structured learning programme
• Have access to industry leading learning content and experienced tutors
• Receive guidance from experienced colleagues throughout your journey
• Develop the expertise to engage, interact with, and ultimately advise clients
• Receive all the tools required to excel in your new financial services career
• Build a successful financial services practice
• Gain access to lead generation to assist in the early days of your advising career
• Reduction in fees and access to business support functions such as marketing

So, what’s the criteria of entry for the academy programme?

You should have a strong desire to develop yourself and to help others achieve their financial goals.

While financial support is available for successful candidates, the opportunity is best suited to individuals with an entrepreneurial spirit, looking to grow and run a business as funding support whilst be in place for a period of time only.

You need to be committed to applying yourself diligently.

The ideal delegate to this academy is someone who has enjoyed a successful career and is now seeking a change / second career but we will also consider first-time careerist having recently left college, or university.

Regardless of your background there are some key characteristics we look for in applicants. These are…

• A history of academic achievement
• Entrepreneurially minded
• Ability to demonstrate an interest in the financial services industry and in particular advice & planning
• Commitment, drive and passion
• An enthusiasm to engage with people and understand them better
• A natural curiosity
• Self-motivated
• An ability to communicate clearly and concisely
• Excellent time management and organisational skills

You must be open to a self-employed position with the knowledge this can come with a variable income.

Responsibilities

• Preparing and reviewing comprehensive financial planning reports and recommendations for clients.
• Gathering and analysing client data to develop tailored financial strategies.
• Collaborating and supporting Financial Advisers to ensure smooth client service delivery.
• Assisting in the review and maintenance of client financial plans.
• Keeping up-to-date with industry regulations, products, and market developments.
• Ensuring compliance with relevant legislative and regulatory requirements.
• Managing and maintaining accurate client records and documentation.

Requirements

• Proven experience as a Paraplanner within a financial planning or wealth management environment.
• Strong understanding of financial products, legislation, and compliance standards.
• Excellent organisational skills with the ability to manage multiple client files efficiently.
• Attention to detail and high-quality report-writing capabilities.
• Qualifications such as level 4 CII/LIBD/CISI are highly desirable.
• Effective communication skills, both verbal and written.
• Proactive attitude with a commitment to ongoing professional development.

This role offers a competitive salary package, supporting your professional growth within a friendly and dynamic team. Benefits include flexible hybrid working arrangements, ongoing training opportunities, and a supportive work environment dedicated to your success.

If you are seeking to advance your career as a Paraplanner within a friendly and professional company, we encourage you to apply now to join this vibrant Edinburgh-based team. Take the next step in your financial planning career with us today.

Responsibilities

• Create and maintain strong relationships with a network of financial advisers
• Identify and prospect new business opportunities to expand the organisation’s reach
• Lead outreach efforts via telephone to open new accounts and grow existing ones
• Conduct cold calling, follow up on marketing generated leads, and attend industry events
• Book meetings for Senior Business Development Managers through Zoom, phone, or face-to-face engagements
• Deliver exceptional customer service and support throughout the client journey
• Keep CRM (Salesforce) data accurate and utilise insights to drive activity
• Stay informed on market regulations and product knowledge to maintain industry relevance
• Achieve quarterly and annual performance targets to support organisational growth

Requirements

• Experience exceling in a sales and target driven role - FX, Recruitment and car sales backgrounds have proven successful previously. 
• Excellent communication skills, confident in engaging and building rapport
• Self-motivated and target-driven, with a proven track record of exceeding sales goals
• Proactive, entrepreneurial mindset with a proactive approach to business development
• Legally eligible to work in the UK
• GCSEs A–C in Maths & English (or equivalent)

Joining this organisation offers the chance to develop professionally within a supportive environment, with access to comprehensive training, personal development plans, and the opportunity to undertake industry-recognised qualifications within your first year. The role comes with a competitive salary, a benefits package, and the chance to make a tangible impact in your career in business development. If you thrive in dynamic environments and are eager to contribute to a growing organisation, we invite you to apply and take the next step in your professional journey with us.

Responsibilities

• Ownership of product launches and fundraising activities, from strategic planning through execution, in close collaboration with internal teams and external partners.
• Oversee the creation and delivery of investor materials, including marketing content, due diligence responses, and client communications, ensuring accuracy, consistency, and compliance. Sign-off authority will be required.
• Prepare and deliver high-quality client reporting and communications, such as portfolio updates, market insights, and performance reviews for existing investors.
• Build and nurture strong relationships with investment teams, risk, compliance, operations, legal, and distribution to facilitate seamless project execution.
• Develop a comprehensive understanding of product and investor objectives, along with internal approval processes to ensure efficient workflow management.
• Manage multiple concurrent priorities, effectively balancing project delivery with ongoing support for distribution and investment teams.

Requirements

• 7+ years’ experience in financial services, asset management, investment banking, private banking, or tax-advantaged investments.
• Technical background with proven experience supporting product development and launches.
• Knowledge of private markets preferred, though public market experience will be considered.
• Experience working with high net worth individuals, ultra-high net worth clients, financial advisers, or wealth managers would be advantageous.
• Understanding of tax-advantaged investment products is beneficial.
• Strong organisational skills and the ability to effectively manage multiple projects in a fast-paced environment.
• Excellent communication and stakeholder management abilities.

This interim role offers a stimulating environment within a well-respected organisation, providing the opportunity to work on a diverse product portfolio with talented colleagues. The successful candidate will benefit from an engaging work environment that values expertise, innovation, and collaboration. If you possess the requisite experience and are ready to contribute to exciting projects during this maternity cover, we encourage you to apply now and become part of a forward-thinking team dedicated to delivering exceptional private wealth solutions.

Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!

The Day-to-Day:

The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm.

This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising.

What are they seeking?

• Consistent and quantifiable individual sales success with stock market investors
• Hold minimum level-4 financial advice qualifications (CII, CISI or LIBF)
• Minimum of five years of success selling to high net worth individuals
• Quantifiable track record in closing new investor business
• Strong competitive drive; plays to win and has desire to be #1
• Goal-oriented and results-focused; "money is a measure of success" mentality
• Calculated risk-taker; willing to win-some, lose some
• Proven closer; outstanding sales ability with documented track record of success
• Optimistic outlook; sees opportunities not problems
• Persistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunities
• High activity orientation and exceptional work ethic
• Phenomenal interpersonal communication skills; is confident, dynamic and assertive

If you are seeking a highly lucrative compensation structure and organisation keen to see you progress year-on-year then this could be the one for you. 

The Opportunity
We are seeking an experienced and driven Investment Specialist/Regional Sales Manager to work with pre-qualified, high-net-worth leads. You will be responsible for engaging prospective clients, qualifying opportunities, and scheduling face-to-face meetings. Your goal will be to secure new clients and assets for the business through a consultative sales approach.

This is a highly entrepreneurial role requiring extensive client contact and strategic selling — but no cold-calling. You will be supported by specialist portfolio management and client service teams who handle onboarding, account management, and retention, allowing you to focus on new business generation. You will report directly to a senior leader.

Your Qualifications

• Demonstrated and measurable individual sales success with stock market investors.

• QFA (or equivalent) qualified

• 5+ years’ proven experience selling to high-net-worth individuals.

• Quantifiable track record in closing new investor business.

• Goal-oriented with a mindset that values achievement and results.

• Calculated risk-taker, resilient through both wins and setbacks.

• Exceptional closing skills and documented sales ability.

• Positive, solutions-focused approach to challenges.

• Persistent and proactive, with a high activity level.

• Strong interpersonal skills with the ability to connect with diverse audiences.

• Highly ethical and professional in all dealings.

Are you an experienced Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a privately owned Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.

The Role

As a Senior Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.
• Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.
• Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.
• Identify opportunities to grow the client base through referrals and networking.

What We’re Looking For

• Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.
• Professional qualifications – ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment
• Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• A proactive mindset, with strong analytical and problem-solving abilities.
• A solid understanding of financial products, services, and industry regulations.
• A results-driven attitude with a commitment to ethical practices and client satisfaction.

Why Join ?

• If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.
• Full administration and paraplanning support enabling you to focus on delivering client relationships and new business
• Access to a broad range of financial products and resources to support your success.
• Ongoing professional development and opportunities for career progression.
• Flexible working arrangements to promote work-life balance.
• A dynamic, inclusive environment where your expertise and input are valued.

Responsibilities

• Engage and develop relationships with financial advisers to promote the company's investment products and services.
• Maintain and implement an effective contact strategy with IFAs throughout the sales cycle.
• Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives.
• Consistently meet activity, KPI, and sales targets aligned with business goals.
• Develop a comprehensive understanding of the company’s investment offerings and market positioning.
• Provide excellent client service through proactive follow-up of event leads and marketing campaigns.
• Attend industry events, conferences, and client meetings—virtually and in person—to support business development efforts.
• Partner with internal teams and external advisers to share best practices and optimise campaign strategies.
• Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships.
• Assist the Head of Sales with client meetings and field-based support as required.
• Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities.

Requirements

• Minimum of 2 years’ sales experience within Financial Services, preferably with IFAs or investment management firms.
• Experience working with financial advisers and a good understanding of investment products (MPS or Multi Asset preferred).
• Strong communication and interpersonal skills, capable of building professional B2B relationships.
• Motivated, positive, and proactive attitude with a focus on achieving results.
• Excellent organisational and time management skills, with the ability to prioritize effectively.
• Analytical mindset with critical thinking ability.
• Aspiring to develop into a full BDM role with a clear understanding of sales strategies and client management.

This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity to grow your career into a regional Business Development Manager over the coming years through a supportive environment that values your professional development. 

If you are ready to take the next step in your sales and investment career, we would love to hear from you. Apply now to join a forward-thinking team dedicated to excellence in financial services and business development.

Are you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a leading Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.

The Role

As a Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.
• Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.
• Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.
• Identify opportunities to grow the client base through referrals and networking.

What We’re Looking For

• Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.
• Professional qualifications – ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment
• Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• A proactive mindset, with strong analytical and problem-solving abilities.
• A solid understanding of financial products, services, and industry regulations.
• A results-driven attitude with a commitment to ethical practices and client satisfaction.

Why Join ?

• If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.
• Full administration and paraplanning support enabling you to focus on delivering client relationships and new business
• Access to a broad range of financial products and resources to support your success.
• Ongoing professional development and opportunities for career progression.
• Flexible working arrangements to promote work-life balance.
• A dynamic, inclusive environment where your expertise and input are valued.

We are seeking a proactive, results-oriented individual who is eager to transition from a telephone sales environment into a field-based role or someone already experienced as a hybrid Business Development Manager (BDM). This client values expertise, initiative, and a professional approach to building lasting partnerships in the investment and financial advisory space.

Responsibilities

• Identify and develop new business opportunities within the intermediary and IFA sectors.
• Engage with intermediaries via telephone and field visits to promote investment solutions.
• Build and maintain strong, lasting relationships with financial advisers and other key stakeholders.
• Present and explain outsourced investment products effectively, aiming to meet client needs.
• Achieve agreed sales targets and contribute to the growth of the company's client base.
• Collaborate with internal teams to ensure a seamless client journey and high levels of service delivery.
• Stay updated on industry trends, competitor activities, and regulatory changes affecting the investment landscape.

Requirements

• Proven experience in IFA sales, with a demonstrated track record of achieving sales targets.
• Knowledge of outsourced investment solutions and the intermediary market.
• Excellent communication and interpersonal skills, both over the phone and in person.
• Self-motivated, proactive, and able to work independently within a supportive team environment.
• Previous experience of telephone sales is highly desirable, along with a desire to expand into field-based sales.
• Professional approach with a solid understanding of compliance and regulatory requirements.

This role offers a competitive salary package, plus uncapped earning potential through commission. You will have the opportunity to grow your career within a forward-thinking organisation that supports development and values its people. Our client provides ongoing training, a collaborative work environment, and a clear path for progression in the investment sales arena.

If you possess the experience and motivation to succeed in this exciting opportunity, we encourage you to apply today. Join a reputable organisation where your expertise will be valued and your career flourished.

Responsibilities

• Conduct outbound telephone and video calls to develop and enhance existing Financial Adviser relationships, collaborating closely with the Senior Business Development Manager.
• Handle inbound queries from Financial Advisers, ensuring prompt and professional responses.
• Research companies and book meetings for external Business Development Managers, supporting their outreach efforts.
• Provide exemplary customer service, including timely follow-ups after meetings.
• Implement and support new sales and marketing campaigns to increase business volume and meet sales targets.
• Maintain and utilise CRM systems effectively to track activities and opportunities.
• Leverage financial data tools to assist in targeting prospective clients.
• Build and nurture new relationships with potential supporters and advisers.
• Coordinate face-to-face meetings where appropriate, assisting with logistics and preparations.

Requirements

• Experience working within a financial services environment, with a focus on sales or relationship management.
• Proficiency in MS Office suite including Excel, Word, PowerPoint, and Outlook; experience with CRM systems and account management databases.
• Strong organisational skills with an eye for detail and accuracy.
• Excellent communication and customer service skills, with a professional and articulate manner.
• Ability to work effectively towards challenging call and sales targets.
• Ideally holds a graduate qualification or financial planning certification (or equivalent).
• Proactive, flexible, and able to work independently as well as part of a team.

In return, you will receive a competitive salary tailored to your experience, along with a comprehensive benefits package including discretionary bonuses, pension scheme, health insurance, life assurance, income protection, and additional social perks such as subsidised trips. This is an excellent opportunity to develop your career within a reputable organisation that values growth, responsible investing, and team collaboration. If you are motivated by success and eager to contribute to a forward-thinking company, we encourage you to apply and take the next step in your professional journey.

To express your interest, please submit your application today and join a team committed to making a meaningful difference in the investment space.

Responsibilities

• Develop and implement strategies to enhance the overall customer experience and satisfaction.
• Lead the customer success team to deliver proactive support and engagement initiatives.
• Identify opportunities for upselling and cross-selling to maximise client value.
• Collaborate with product, sales, and marketing teams to relay customer feedback and insights.
• Analyse customer data to identify trends, potential issues, and improvement areas.
• Establish metrics and KPIs to measure the effectiveness of customer success initiatives.
• Foster a customer-first culture within the organisation, ensuring transparency and trust in all interactions.
• Manage escalations efficiently and resolve complex client issues promptly.

Requirements

• Proven experience in Digital or Online Customer Success management, ideally within a Fintech or similar environment.
• Strong leadership skills with the ability to motivate and develop a team.
• Excellent communication and interpersonal abilities.
• Analytical mindset with proficiency in data analysis and reporting.
• Strategic thinking with a customer-centric approach.
• Experience working in a fast-paced, innovative organisation.
• Knowledge of financial technology products or services is advantageous.

This role offers the opportunity to lead a passionate team within a growing organisation, contributing to the company's ongoing success in the Fintech industry. Benefits include a competitive salary, ongoing professional development, and a collaborative working environment where your ideas and initiatives are valued. If you are a motivated leader with a focus on delivering exceptional customer experiences, we invite you to apply and join this forward-thinking company. We look forward to your application and to supporting you in taking the next step in your career.

An international wealth and insurance business is seeking an experienced professional to support the development and delivery of bespoke, insurance-based wealth solutions across Asia, with a particular focus on Private Placement Life Insurance (PPLI).

Working with UHNW clients, family offices and professional advisers, the role will help design and implement tailored, cross-border solutions aligned to clients’ investment, succession and wealth-planning objectives.

You will play an important role in developing the business across Asia through strong intermediary relationships, new business development and the effective execution of complex, multi-jurisdictional cases.

Key Responsibilities

Client & Adviser Relationships

• Build and maintain trusted relationships with UHNW clients, family offices and professional advisers.
• Act as a trusted partner in the delivery of insurance-led wealth and succession planning solutions.
• Develop long-term relationships across the private wealth ecosystem.

Business Development

• Identify and originate new opportunities across insurance-based wealth solutions, including PPLI.
• Develop a strong pipeline through existing networks and targeted business development.
• Contribute to agreed new business and asset targets.
• Leverage relationships across banking, legal and professional adviser networks to generate opportunities.

Intermediary Engagement

• Develop and maintain relationships with:
• Private banks
• External Asset Managers (EAMs)
• Family offices
• Lawyers and tax advisers
• Trustees and fiduciaries
• Position insurance solutions within broader wealth structuring and succession strategies.

Solution Design & Delivery

• Support the structuring and implementation of bespoke insurance solutions across multiple jurisdictions.
• Coordinate with internal teams and external partners, including insurers, custodians and investment managers.
• Ensure solutions are delivered in accordance with regulatory, governance and compliance requirements.

Market Development

• Represent the business professionally with clients, intermediaries and industry contacts.
• Support the development and distribution of market and product insights.
• Maintain a strong understanding of developments across the Asian wealth, insurance and regulatory landscape.

Experience & Skills

Relevant Experience

• Strong background in one or more of:
• Private banking
• Wealth management
• UHNW insurance solutions
• Private Placement Life Insurance (PPLI)
• Proven experience working with HNW/UHNW clients and their advisers.
• Experience in Hong Kong, Singapore and/or the wider Asian wealth market.

Technical Knowledge

• Strong understanding of insurance-based wealth solutions, including PPLI and variable life structures.
• Knowledge of related wealth-planning structures such as trusts, FICs and Singapore family offices.
• Good understanding of investment and portfolio-based solutions.
• Knowledge of cross-border wealth planning, including succession and tax considerations.
• Familiarity with relevant regulatory frameworks across Asian jurisdictions.

Network

• Established relationships across some or all of:
• Private banks and EAMs
• Family offices
• UHNW clients
• Legal, tax and fiduciary advisers

Personal Attributes

• Strong relationship-building and interpersonal skills.
• High level of professionalism, discretion and commercial judgement.
• Commercially focused with a proactive approach to business development.
• Able to communicate complex wealth solutions clearly and effectively.
• Collaborative, client-focused and comfortable operating in a sophisticated, multi-party environment.

Qualifications

• Degree in Finance, Business, Economics or a related discipline preferred.
• Relevant professional qualifications such as CFA, CFP or equivalent would be advantageous.
• Appropriate regulatory licensing in Hong Kong and/or Singapore preferred.

Responsibilities

• Lead, manage, and motivate a team of Business Development Managers across the region to achieve sales targets and business growth objectives.
• Develop and implement strategic sales plans aligned with company goals, market trends, and changing financial adviser landscape.
• Provide coaching and ongoing development opportunities to team members, fostering a high-performance sales culture.
• Build and maintain strong relationships with financial advisers, wealth managers, and other key stakeholders.
• Monitor sales performance metrics, analyse data, and adjust strategies to optimise results.
• Collaborate with internal teams on delivering excellent service and ensuring compliance with regulatory standards.
• Lead on strategic projects related to market expansion, product launches, and client engagement initiatives.

Requirements

• Proven track record of successful sales management within the financial services or investment management sectors (life company for example)
• Experience managing and developing high-performing sales teams within a regional or national capacity.
• Strong understanding of the financial adviser landscape and current industry trends.
• Exceptional leadership, coaching, and communication skills.
• Strategic thinker with the ability to analyse data and implement effective sales strategies.
• Ability to build strong relationships with clients and internal stakeholders.
• Self-motivated with a results-oriented approach and the resilience to thrive in a competitive environment.

This opportunity offers a competitive package, including a comprehensive benefits package, ongoing professional development, and the chance to contribute to a forward-thinking organisation committed to excellence. If you are ready to lead a talented sales team and make a significant impact within the investment management industry, we invite you to apply today. Take the next step in your career with RMK Talent Solutions and join a company that values leadership and innovation.