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This senior role is critical to delivering the business’s long-term commercial ambitions in the Wealth advisory market. Operating in a dynamic, high-growth part of the business, this role will lead and elevate the effectiveness of the tele-sales function while maintaining an active sales remit. In particular, they will promote the use of AI powered leads, our CRM technology and Portfolio 360 in day-to-day sales team activities. The individual will be responsible for generating and activating sales opportunities through telephone-based prospecting, deepening adviser relationships, and driving adoption of BlackRock’s product and technology capabilities. In addition, they will coach, mentor and develop a team of sales professionals, shaping the team’s performance culture and capability based on transparent KPIs.
Job Responsibility:
Coach, develop and lead a team of tele-sales professionals, providing ongoing skills development, training, and performance feedback
Set clear activity expectations, monitor performance against KPIs, and drive continual improvement in both sales impact and quality of client engagement
Carry out telephone-based calls to prospects, based on our data leads platform, confidently opening conversations that generate or activate qualified sales opportunities
Proactively build great relationships with advisors to drive sales in BlackRock products, adoption of technology tools and activating product and marketing campaigns
Promote best practice and strong adoption and use of portfolio analytics tools e.g. Portfolio 360 and analytics, CRM, and digital platforms, raising overall tech-fluency within the team
Maintain deep knowledge of BlackRock’s products, market views, and sales strategies, and ensure the team continuously develops this knowledge base
Ensure rigorous record-keeping, pipeline management, and reporting standards.
Requirements:
Proficiency in English and German
4+ years of relevant experience in telephone-based sales, business development, or adviser-facing roles
financial services or asset management experience a plus
Proven track record of exceeding sales KPIs and driving commercial outcomes in a high-velocity environment
BA/BSc degree or equivalent experience preferred
Responsible to ensure that all regulatory and legal requirements and standards are met, including achieving MIFID II Information Provider status
Demonstrated leadership capability, including coaching, mentoring, or managing junior sales professionals
Strong sales acumen with the confidence, credibility, and influencing skills needed to engage advisers and convert opportunities
Tech-fluency and proven integration of CRM technology in sales process, with the ability to learn, adopt, and champion portfolio analytics tools and digital sales processes
Highly organised, able to manage multiple priorities under pressure and adapt quickly to changing needs
Demonstrates being a “Student of the Market” with ability to learn various investment solutions within fixed income, derivatives, alts, equities, etc.
Nice to have:
financial services or asset management experience
What we offer:
retirement investment and tools designed to help you in building a sound financial future
access to education reimbursement
comprehensive resources to support your physical health and emotional well-being