At a Glance
- Tasks: Drive sales strategies and build relationships with financial advisers to enhance client outcomes.
- Company: Vanguard, a leading investment firm known for integrity and innovation.
- Benefits: Hybrid work setup, competitive salary, and opportunities for professional growth.
- Other info: Inclusive environment with a focus on career development and equal opportunities.
- Why this job: Join a collaborative culture and make a meaningful impact in the financial sector.
- Qualifications: 3+ years in sales with expertise in financial services products.
The predicted salary is between 50000 - 70000 € per year.
Location: London
Role Type: Permanent
Work Setup: Hybrid - 3 days in office
Who We Are
Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure - where funds own the company and investors own the funds - ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, Vanguard fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally.
What You'll Do
- Build and execute panel and sales strategies to grow cash flow and expand share of wallet across intermediary segments, while applying a structured sales approach to deepen adviser relationships and improve effectiveness.
- Promote Vanguard's investment philosophy, products, and portfolio expertise to financial advisers, building strong competitor and intermediary market knowledge to strengthen positioning.
- Own and drive your pipeline through proactive outreach and sales activity.
- Identify, develop, and onboard new adviser relationships.
- Partner with senior colleagues on high-potential, virtual-first clients.
- Share insights across panel teams to maximise opportunities and impact.
- Collaborate with Marketing, ISG, Product, and other teams to improve client outcomes.
- Support projects and initiatives that enhance the adviser experience.
What You Bring
- Minimum 3+ years in an active, high-performing sales position.
- Proven track record in sales development or executive roles within asset management, banking, or financial services.
- Deep expertise in selling financial services products - equities, fixed income, funds, bonds, and other investment vehicles.
- Strong proficiency in phone- and web-based virtual sales.
- Strong communication, presentation, and influencing skills.
For recruitment support and adjustments, please contact us at adjustments@robertwalters.com. We welcome applications from all candidates and are committed to providing equal opportunities.
Sales Executive - Funds Product Specialist employer: Vanguard
Vanguard is an exceptional employer, offering a dynamic and inclusive work culture in the heart of London. With a strong focus on employee growth and development, Vanguard empowers its Sales Executives to make a meaningful impact while enjoying the benefits of a hybrid work setup. The company's commitment to integrity and innovation, combined with its unique ownership structure, ensures that employees are aligned with client success and can thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Executive - Funds Product Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Practice your pitch! You never know when you’ll bump into someone from Vanguard or another firm. Have a quick, engaging summary of your experience and what you bring to the table ready to go. Make it memorable!
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise in financial services. Share insights, engage with industry content, and connect with recruiters. It’s a great way to get noticed!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals who want to make an impact. Keep an eye on our job listings and submit your application directly for the best chance at landing that Sales Executive role!
We think you need these skills to ace Sales Executive - Funds Product Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Sales Executive role. Highlight your experience in sales development and any specific achievements in financial services. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with Vanguard's mission. We love seeing genuine enthusiasm for what we do.
Showcase Your Sales Skills:In your application, be sure to showcase your strong communication and influencing skills. Share examples of how you've successfully built relationships and driven sales in previous roles. We’re looking for those standout moments!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at Vanguard
✨Know Your Products Inside Out
Make sure you have a solid understanding of Vanguard's investment philosophy and the specific funds you'll be discussing. Familiarise yourself with their key products, performance metrics, and how they compare to competitors. This will help you confidently answer questions and demonstrate your expertise.
✨Showcase Your Sales Success
Prepare to share specific examples of your past sales achievements, especially in financial services. Use the STAR method (Situation, Task, Action, Result) to structure your responses. Highlight how you've built relationships with advisers and driven sales growth in previous roles.
✨Research the Company Culture
Vanguard prides itself on integrity and collaboration. Before the interview, take some time to understand their culture and values. Be ready to discuss how your personal values align with theirs and how you can contribute to their inclusive environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and how success is measured. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
