Regional Sales Manager (Scotland)

🔒 Confidential Employer
Posted 13 August 2025
LOCATION
Scotland
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Sales Customer Relationship Management (CRM) Presentation Skills Sales Targets Multi-asset Products Commercial Acumen Leadership Skills

FULL DESCRIPTION

Summary

[Employer hidden — view at passion-project.co.uk] is seeking a Regional Sales Manager based in Scotland to promote top-performing funds to pre-agreed accounts, provide outstanding customer care, represent the company at events, prepare presentations, and support marketing efforts. The role requires experience in sales, particularly in the finance sector, with strong presentation, leadership, and interpersonal skills.

Key Responsibilities

  • Promote [Employer hidden]’s top-performing funds to a panel of pre-agreed accounts.
  • Provide outstanding customer care and service to ensure the retention of these pre-agreed accounts.
  • Represent the Company at fund manager days and lunches/dinners.
  • Prepare and deliver presentations.
  • Support in the manufacture of marketing materials.

Core Requirements

  • Solid experiencing of working in Sales in the region.
  • Experience of working across multi-asset and / or MPS products.
  • A high level of commercial acumen.
  • Demonstrable experience in developing client focused differentiated and achievable solutions.
  • Excellent listening, negotiation and presentation skills.

Key responsibilities

Responsibility Associated Tasks / Deliverables

  • Sales • To promote [Employer hidden]’s top-performing range of multi-asset and single strategy funds to a panel of pre-agreed accounts.
  • • To provide outstanding customer care and service to ensure the retention of these pre-agreed accounts.
  • • To attend and properly represent the Company at fund manager days and lunches/dinners, and to sophisticatedly engage in the corporate entertainment of key clients.
  • • To accurately prepare and convincingly present presentations (to be delivered alone or with key partners as appropriate),
  • • To provide support in the manufacture of marketing materials as necessary.
  • • To ensure CRM information is kept up to date and appropriate client contact details are maintained.

General

  • • Comply with anti-money laundering rules and properly report any possible non-compliance within the department.
  • • Carry out all duties, along with any non-core duties as may be reasonably required by the management team, in a timely, efficient manner and with good will
  • • Engage unequivocally in upholding [Employer hidden]’s cultural values of customer-focused drive, uprightness and collaborative proactivity, and in our aim of creating a highly regarded brand, a first-class resource for our investors, and a genuinely agreeable place to work
  • • Commercial awareness and strategic outlook.

Individual Conduct

  • • Act with integrity.
  • • Act with due care, skill and diligence.
  • • Be open and co-operative with the FCA.
  • • Pay due regard to the interests of customers and treat them fairly.
  • • Observe proper standards of market conduct.
  • • Act to deliver good outcomes to retail customers.

Other

  • • Any other responsibilities as required from time to time.

Education, experience, skills & abilities

Education / Professional • Educated to degree level or equivalent

Qualification • IMC or other professional qualification

Experience / Knowledge

  • • Solid experiencing of working in Sales in the region.
  • • Experience of working across multi-asset and / or MPS products.
  • • A high level of commercial acumen.
  • • Proven distribution experience, consistently meeting and / or exceeding targets.
  • • Demonstrable experience in developing client focused differentiated and achievable solutions.

Competencies / Skills

  • • High degree of IT literacy & MS Office applications
  • • Ability to communicate clearly and effectively – both written and verbally, internally and externally.
  • • Strong interpersonal and influencing skills.
  • • Effective leadership and management skills with the ability to drive the distribution process from plan to close.
  • • Excellent listening, negotiation and presentation skills.
  • • Ability to plan own workload effectively and to delegate.
  • • Ability to work under pressure.
  • • Innovative with the ability to anticipate future changes in the business environment.
  • • Ability to drive and deliver results personally and through their team.

Characteristics

  • • Ability to work under pressure and adhere to timescales.
  • • Ability to work in a team but with a high level of work autonomy.
  • • A diplomatic & respectful manner when dealing with colleagues, senior management and third parties; listens carefully and deploys sensitive presentation and influencing skills to establish credibility.
  • • Maintains absolute integrity and confidentiality; is trustworthy, honest, credible and reliable.
  • • Consistently adopts a professional manner.
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