Our client is a multinational investment bank and financial services holding company. They are currently seeking an experienced individual to join their team in the role of Sales Quality Manager.

The successfully applicant will help to drive awareness of Wealth in the Company by managing internal and external communications and campaigns, as well as supporting the Wealth team in the day-to-day activities.

The Sales Quality Manager (SQM) role is responsible for ensuring that regulatory sales comply with the Global Sales Quality Minimum Standards. The team maintains strong links with key internal stakeholders and works closely with Area Directors and Premier Wealth Managers within the Channel Islands and the Isle of Mann.

In this role, the successful applicant will:

• Carry out sales quality file reviews and customer call backs as required by the Sales Quality Global Minimum Standards
• Possess the ability to prioritise workloads, ensuring Global Standards SLA and timescales are adhered to
• Provide technical support and guidance to Wealth distribution teams
• Contribute to the creation and up keep of Sales Quality records, Sales Quality Standards, Procedures and other Documentation
• Assist in the monthly production of Sales Quality MI Packs for Governance
• Support the induction training for Area Directors and Premier Wealth Managers
• Supporting and developing team colleagues
• Possess a flexible approach to meet business requirements and providing contingency cover during times of colleague absence within the team

To be successful in this role the candidate should meet the following requirements:

• Experience working in relevant environment/s, i.e. involving the management of Wealth Risk processes, experience & understanding of financial planning processes, customer facing ideally but not essential
• An understanding of the regulatory frameworks and compliance requirements associated with financial services and experience of working within these
• Relevant product knowledge including Wealth Sales and products & services is desirable but not essential
• Good working knowledge/experience of Microsoft Office
• Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered
• The role holder must be a passionate advocate of customer needs and apply the Customer Obsession Vision & Principles to all elements of the role
• A relevant qualification such as CII / CISI Level 4 diploma for Investments and Financial Advice essential

In addition to the details listed above, the ideal candidate will have experience of viewing and communicating in simple terms. You must be proactive in championing change, possess strong analytical skills to aid with case reviews, excellent written and spoken communication skills; an ability to communicate with impact, ensuring complex information is articulated in a meaningful way to suit the audience. You will be confident with a positive can-do attitude.

For further information, please contact the Perm team on 50000.

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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