Job Description – Chief Sales Officer (CSO)

Location: London

Reporting to: CEO | Board of Directors

Industry: Investment Management | Private Wealth | Alternative Investments

About Us

At XII Capital, we’re on a mission to democratise wealth creation. Through simple, transparent, and fee-free investment plans, we target to deliver consistent returns of 12% annually, empowering investors to achieve financial independence. Backed by institutional expertise and a commitment to ethical investing, we’re redefining the future of wealth. Join us as we make financial freedom accessible to everyone.

Position Overview

As Chief Sales Officer (CSO), you will be responsible for building and leading a world-class sales and distribution framework, driving AUM growth through strategic partnerships, private wealth channels, and institutional investor relations. You will oversee Regional Managers, Wealth Managers, and Relationship Managers, ensuring a high-conversion, data-driven sales process.

This role requires a highly experienced, well-networked leader who has successfully built and scaled sales teams in investment management, private banking, or wealth advisory.

Responsibilities

Sales Leadership & AUM Growth

Develop and execute a global sales strategy.
Build a high-performance sales culture, focusing on HNW & institutional investor acquisition.
Oversee and expand a team of Relationship Managers, Wealth Managers, and Institutional Sales Leaders.
Drive high-value client relationships through private banking networks, family offices, and institutional channels.
Ensure a data-driven approach to sales, refining processes based on conversion analytics & investor behaviour.

Business Development & Market Expansion

Establish strategic partnerships with private banks, wealth management firms, and financial intermediaries.
Develop an elite referral network through industry leaders, advisors, and private wealth syndicates.
Drive expansion into key HNW & UHNW markets, including UK, Europe, the Middle East, and Asia.
Lead investor onboarding events, private investor briefings, and VIP wealth networking sessions.

Sales Operations & System Implementation

Implement a scalable sales & CRM system, optimising lead conversion and retention.
Establish structured sales KPIs & performance tracking to enhance productivity.
Work closely with Marketing & Product teams to refine positioning, branding, and outreach.

Qualifications

12+ years in AUM acquisition, investment sales, or private wealth distribution.
Proven track record of scaling AUM for an investment management firm or wealth advisory platform.
Strong industry reputation & relationships with HNWIs, UHNIs, Family Offices, and Institutional Investors.
Experience leading, scaling, and optimising high-performance sales teams.
Deep understanding of fund structuring, regulatory requirements, and investor preferences.
Exceptional ability to negotiate, communicate, and build trust with elite investors.
CFA / CAIA / CFP / MBA (Finance or Wealth Management) preferred.
Experience in multi-jurisdictional investment structures and regulatory frameworks.
Background in structured finance, private equity, or hedge fund sales is a plus.

Compensation

This is a founding team role with a great C Suite team, offering significant equity (3.5%), with pay kicking in post-funding raise. If you're a fintech-savvy person who can build scalable trading & investment sales structure while working in a fast-moving startup, we want you!

How to Apply:

If you’re ready to be a part of our journey to redefine the investment landscape, we’d love to hear from you! Send your resume and portfolio to info@xii.capital

XII Capital

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