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For Companies At a Glance
- Tasks: Drive new business and manage key relationships with wealth managers and banks.
- Company: Join Vanguard, a leader in investment management with a strong ethical foundation.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Make a real impact in the financial services industry while building valuable connections.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Be part of a dynamic team with a focus on innovation and client success.
The predicted salary is between 36000 - 60000 £ per year.
Own responsibility for new business development and relationship management with key third-party relationships including wealth managers, banks, DFMs and other wholesale clients.
Duties And Responsibilities
- Works with the rest of the wholesale team to develop new relationships, maintain, deepen and broaden existing relationships with larger and more established wealth management firms, retail and private banks, asset managers and other wholesale clients.
- Responsible for a panel of clients including some of Vanguard's largest UK client relationships.
- Achieves Net new Cash Flow, AUM and retention targets within the spirit of Vanguard's Code of Ethics.
- Index ETFs, Index mutual funds, active mutual funds and ETFs product knowledge will be essential.
- Develops and maintains a high level of expertise related to industry & marketplace development.
- Utilises this knowledge to become a trusted partner to key Wholesale clients.
- Understands the Wealth Manager landscape and produces targeted, segmented prospect lists; prioritises sales activities by value and assists Sales Executive colleagues to focus on the priority targets where appropriate.
- Develops and builds relationships with Wealth managers, banks and Discretionary Adviser Groups through face-to-face contact, workshops, conference participation and other industry events.
- Thoroughly understands the philosophy and dynamics of the wholesale marketplace (investment philosophy, client base, product preference, etc.).
- Acts as a trusted adviser/consultant in matching needs with Vanguard products and services.
- Educates clients on the benefits of Vanguard and our product offerings.
- Shows sound understanding of individual clients and tailors Account Management approach accordingly.
- Identifies key influencers within specified market/territory & leverages these resources to build Vanguard awareness.
- Raises awareness of Vanguard investment products & related services and delivers key Vanguard messages through targeted prospecting activities with the target segment.
- Informs the Vanguard product development approach through insight of the requirements of this client segment.
- Maintains conversation with a wide audience on a systematic basis; sets & delivers clear, ongoing communication plan with key Wealth managers and Discretionary clients to build the Vanguard brand.
- Delivers thought leadership presentations at industry/adviser events/speaking opportunities.
- Serves as a coach and role model to more junior team members.
- Employs world-class account management best practices, including key account plans which are shared with senior management.
- Gathers and shares competitor and client intelligence with other divisions (e.g. Marketing and PRD) to improve Vanguard proposition.
- Serves as the subject matter expert for Wholesale within Vanguard; acts as the face of Wholesale when participating in broader internal projects and as an ambassador for Vanguard.
- Participates in other projects and performs other duties as assigned.
Qualifications
- Undergraduate degree or equivalent combination of experience and training.
- Minimum Diploma in Financial Planning (Dip PFS) or Investment Management Certificate (IMC).
- Minimum five years relevant financial services industry experience within the Wealth Manager market segment.
- Superior oral and written communication skills.
Strategic Account Manager - UK Wholesale employer: Vanguard
Contact Detail:
Vanguard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Account Manager - UK Wholesale
✨Tip Number 1
Network like a pro! Attend industry events, workshops, and conferences to meet potential clients and partners face-to-face. Building those relationships in person can really set you apart from the competition.
✨Tip Number 2
Be a thought leader! Share your insights and knowledge about the wealth management landscape through presentations or articles. This not only showcases your expertise but also helps you connect with key influencers in the industry.
✨Tip Number 3
Tailor your approach! Understand the unique needs of each client and customise your communication accordingly. This personal touch can make all the difference in building trust and rapport.
✨Tip Number 4
Don’t forget to leverage our website! Apply directly through StudySmarter for the best chance at landing that Strategic Account Manager role. We’re here to help you every step of the way!
We think you need these skills to ace Strategic Account Manager - UK Wholesale
Some tips for your application 🫡
Show Your Passion for the Industry: When writing your application, let your enthusiasm for the financial services industry shine through. We want to see that you’re not just ticking boxes but genuinely excited about the role and what it entails.
Tailor Your Experience: Make sure to highlight your relevant experience in wealth management and account management. We’re looking for specific examples that demonstrate how you've successfully built relationships and achieved targets in similar roles.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and ensure your key achievements stand out. This will help us quickly see why you’d be a great fit for our team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining StudySmarter!
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 products, including Index ETFs and mutual funds. Be prepared to discuss how these products can meet the needs of wealth managers and banks, as this will show your expertise and ability to act as a trusted adviser.
✨Research the Wealth Manager Landscape
Before the interview, dive deep into the current trends and challenges within the wealth management sector. Understanding the dynamics of the marketplace will help you tailor your responses and demonstrate that you can effectively engage with key clients.
✨Prepare for Relationship Management Questions
Expect questions about how you would develop and maintain relationships with clients. Think of specific examples from your past experiences where you've successfully built rapport and trust with clients, as this is crucial for the role.
✨Showcase Your Communication Skills
Since superior oral and written communication skills are essential, practice articulating your thoughts clearly and confidently. You might even want to prepare a mini-presentation on a relevant topic to demonstrate your thought leadership capabilities during the interview.
