Overview
An opportunity has arisen within TwentyFour Asset Management, an award-winning fixed-income boutique of the Swiss-based Vontobel Group, to join our Sales team. The successful candidate will have at least seven years of asset management sales experience, supported by a CFA or equivalent qualification, with a strong background in private markets essential. They will possess deep knowledge of the family office, endowment & foundation, and/or insurance client segments, and demonstrate a proven record of cultivating long-term relationships and raising significant AUM in the private markets space. The candidate should bring an established network within the insurance or family office communities, along with a highly consultative approach, therefore being capable of understanding complex technical client objectives and delivering tailored solutions. With over £23bn under management, the firm has grown rapidly since inception in 2008, and prides itself on a collaborative and team-based approach. The firm’s culture is client-focused and committed to delivering performance, with an emphasis on idea generation and a collegiate dynamic.
Responsibilities
- Define business strategy (market segmentation, target clients, growth plan)
- Analyse peer group developments and trends in alternative investing
- Prioritise products for sales planning and provide input into product development
- Manage the structured sales process for lead generation, including follow-up and conversion
- Systematically acquire clients and progress client onboarding
- Ongoing client relationship management
- Demonstrate in-depth knowledge about TwentyFour’s investment strategies/funds, portfolio positioning and the portfolio managers’ investment views
- Ensure competitive and consistent positioning of TwentyFour and our products
- Oversee RFP and tender processes to ensure client requirements are optimally covered (in collaboration with dedicated support teams)
- Plan regional roadshows, marketing campaigns and investment conference participation in alignment with overall marketing plan
- Strengthen TwentyFour’s brand in the UK market
- Optimise all marketing materials (brochures, presentations, etc.)
Qualifications
- Sales and Relationship Manager with at least 7 years of asset management sales experience, focusing critically on private markets
- CFA designation or progress toward CFA preferred
- Deep expertise in private markets products and strategies highly desirable
- Strong knowledge of the family office, endowments & foundations, and/or insurance client segments
- Established network within family office / E&F segments and/or insurance clients
- Demonstrated success in developing long‑term client relationships and raising substantial AUM within private markets
- Consultative, solutions‑focused approach with ability to translate client technical needs and objectives into tailored offerings within TwentyFour, with awareness of Vontobel products
- May come from a consulting background
- Strong entrepreneurial spirit and self‑motivation, ability to work both independently and as a team player
- Client‑centric mindset combined with a genuine passion for investing
- Strong communication, interpersonal and presentation skills
- High personal integrity
What We Offer
- Friendly, diverse team in an open‑office space
- Agile environment in how we think, the way we work and our trust for each other
- Flat hierarchy with collaboration at all levels
Equal Opportunity
At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
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