Chief Revenue Officer

NOTE: SINCE WELREX IS IN START-UP MODE, REMUNERATION FOR THIS ROLE WILL BE BASED

ON STRAIGHT PERCENTAGE AND KPI-LINKED EQUITY, WITH A HIGHER LEVEL

AVAILABLE FOR THE BEST CANDIDATE. COMP IS COMMISSION-BASED AT THIS STAGE.

WELREX® is a London-based digital Wealth Management platform that takes the relationship of

Independent Relationship Managers (IRMs)* and their U/HNW clients to the next level. WELREX

provides a superior way to manage, preserve and grow wealth, saving time, money, and effort

for IRMs and their clients. We promote transparency and strengthen trust between IRMs and

their clients, transcending existing global Wealth Management standards.

We are looking for a motivated and self-starting partner-level Chief Revenue Officer (CRO) with

extensive commercial and business development experience, to identify and pursue new

business and investment opportunities, create new partnerships with other companies and

recruit high-quality Independent Relationship Managers to the WELREX platform. Previous experience with financial product sales is a must.

We need an energised and committed person to take responsibility for generating prospective

WELREX IRMs, by sourcing candidates from the open market, leveraging direct and indirect

networks and groups, including recruiters, and screening/filtering candidates.

Remuneration for this role will be based on success fee and KPI-linked equity options initially

(first 6-12 months), with salary possible upon business reaching key milestones.

Primary responsibilities:

• Developing and maintaining a database and pipeline of relevant candidates
• Attracting additional funding from smart investors
• Sourcing candidates via proactive prospecting/outbound activities – direct messaging, networking, etc
• Screening and filtering candidates against agreed criteria and proposing who should be interviewed
• Responding promptly to inbound inquiries arising from outbound activity
• Attending
• relevant networking events and conferences
• Communicating regularly with WELREX management to ensure clear lines of sight and transparency on progress
• Liaising with WELREX® executive team and other team members to develop the business and client base in a compliant manner
• At all times representing the WELREX brand professionally to external stakeholders

The role offers the opportunity to participate, as a partner and via KPI-linked equity options, in

a growing Wealth Tech start-up that already has clients, assets under management, and huge

potential to scale.

Candidate experience, attributes, and values:

Experience

• Candidates must be able to work in the UK and not need visa application support
• 7+ years’ experience in outbound Commercial/Business Development, Sales, or Marketing roles in the Wealth Management industry
• High level of knowledge of the Wealth and Asset Management sector as well as Wealth Tech solutions
• Highly skilled in building, developing, and activating a successful pipeline and delivering outstanding results
• Excellent grounding in developing and managing a pipeline of relevant prospects/candidates and with all the required skills, disciplines, and processes to deliver outstanding results

Attributes&Values

• KPI/target-driven
• Can-do attitude, naturally flexible approach, willing to consider less traditional alternatives
• Drive and ability to handle prospect business digitally as well as face-to-face
• Masterful prospect/candidate relationship management skills and acumen
• Self-discipline, independent decision making, and a constant and never-ending improvement mentality
• High integrity and values-driven mentality
• Team spirit, as well as entrepreneurial self-sufficiency to deliver results
• Good cultural fit with WELREX® team
• Sense of humour is non-negotiable

*WELREX defines Independent Relationship Managers (IRMs) as individuals who currently

handle a portfolio of U/HNW clients at private banks and other wealth management companies

such as multifamily offices or independent investment practices, and are ready to run their own

business on a suitable platform. We offer IRMs the security of legally owning their client book,

success-based and high commission remuneration, equity participation, and everything an

advisor needs to transition from a corporate environment to the rewarding, enjoyable, and

challenging world of entrepreneurship.

NOTE: SINCE WELREX IS IN START-UP MODE, REMUNERATION FOR THIS ROLE WILL BE BASED

ON STRAIGHT PERCENTAGE AND KPI-LINKED EQUITY, WITH A HIGHER LEVEL

AVAILABLE FOR THE BEST CANDIDATE. COMP IS COMMISSION-BASED AT THIS STAGE.