Position Overview
We are seeking a Team Head / Lead of Investment Sales & Strategy to lead our wealth product, advisory, and commercial strategy division. This is a high-visibility leadership role responsible for directing a team of specialists to drive AUM growth, revenue, and product governance for affluent individual clients.
This role serves as the commercial engine enabling front-line advisors to deliver multi-asset solutions, focusing on individual private client advisory and distribution rather than institutional sales channels.
Key Functional Pillars & Responsibilities
1. Team Leadership & People Management
- Direct, mentor, and build a high-performing team of Investment Specialists and Product Managers.
- Set clear performance targets, structure sales incentives, and foster a culture of accountability, active coaching, and commercial execution.
- Enable client-facing advisors through continuous upskilling, desk-level support, and joint client pitching.
2. Commercial Growth & Sales Execution
- Partner with wealth business leadership to set and achieve gross sales and AUM targets across the investment suite.
- Drive cross-selling initiatives and improve product penetration ratios using data-driven advisory strategies.
- Lead the specialist advisory desk in designing actionable investment ideas, tactical asset allocations, and client campaign rollouts for the affluent segment.
3. Product Strategy & Governance
- Oversee the end-to-end product roadmap across diverse asset classes tailored for individual wealth clients (including Mutual Funds, Fixed Income, FX, and Structured Solutions).
- Manage relationships with internal stakeholders and external asset management partners to ensure a competitive, high-quality product pipeline.
- Maintain rigorous oversight of product approval frameworks, risk profiling, regulatory requirements, and internal standard operating procedures (SOPs).
4. Digital Wealth & Operations
- Support the integration of digital wealth tools and platforms to modernize the sales advisory journey for both team members and clients.
- Champion operational efficiency to streamline product execution and client onboarding flows.
Candidate Profile
- Experience: 10+ years of progressive leadership in Wealth Management, Consumer Investments, or Wealth Advisory, with a strong track record of directly managing and developing teams.
- Segment Focus: Expertise in driving investment sales and product strategy for affluent individual clients (B2C), rather than institutional B2B sales.
- Commercial Acumen: Strong background in P&L oversight, sales management, campaign execution, and incentive structuring.
- Education & Credentials: Bachelor's degree in Finance, Business, Accounting, or a related field; professional designations (e.g., CFA, CFP) are advantageous.
- Skills: Strong communication, stakeholder management, and leadership skills with a proven ability to translate complex market views into actionable commercial strategies.
