• 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.

Source: for more information click here.