ESSENTIAL DUTIES AND RESPONSIBILITIES
- Develop and execute sales strategies to achieve sales targets and revenue goals for client ETFs.
- Identify and prospect new business opportunities by targeting Financial Intermediaries, Institutional Asset Owners and Institutional Asset Managers.
- Lead from the front to identify and anticipate client requirements, expectations and needs.
- Build and maintain strong relationships with key decision-makers and influencers within target accounts.
- Educate and provide product knowledge to clients, highlighting the unique features and benefits of the Waystone ETF offering.
- Conduct presentations, peer analysis and product demonstrations to showcase the value proposition of client ETFs.
- Collaborate with internal teams, including marketing, product development, and portfolio management, to support sales efforts and address client needs.
- Stay updated on industry trends, competitive landscape, and regulatory changes affecting the ETF market.
- Monitor and analyse sales performance metrics, providing regular reports and recommendations to management.
- Identify and establish relationships with all major digital platforms across markets.
- Participate in industry conferences, seminars, and networking events to enhance visibility and generate leads.
- SME on ETFs, keeping abreast of market developments, competitor activities, and investor preferences.
Experience & Education:
- Bachelor’s degree in finance, business, economics, or a related field.
- Significant industry distribution experience.
- Proven track record of success in sales within ETFs and similar investment products.
- Strong knowledge of ETFs, including their structure, mechanics, and benefits compared to other investment vehicles.
- Demonstrated experience in selling to institutional clients, financial advisors, and wealth management firms.
- Excellent communication and presentation skills, with the ability to effectively articulate complex investment concepts.
- Strong relationship-building and networking skills, with a customer-centric approach.
- Ability to work independently, manage multiple priorities, and meet aggressive sales targets.
- Analytical mindset, with the ability to analyse market trends, competitor strategies, and client needs.
- Proficiency in using CRM software and other sales tools to track leads, manage pipeline, and generate reports.
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