
Senior Investment Sales Specialist
3 days ago
As a Sales Manager in our team, you will be responsible for pitching and selling investment products to corporate clients. This role requires an experienced individual with strong communication skills and the ability to maintain relationships with high net worth clients.
About the Role:
We are seeking an energetic and self-motivated individual who can develop a satisfied employee base, convert telephone inquiries into successful field visits, and assist clients in identifying financial objectives and determining suitable asset allocation. The ideal candidate will have excellent client relationship management skills, manage individual and team performance targets, and oversee key account relationships.
Key Responsibilities:
- Pitching and selling investment products to corporate clients.
- Maintaining relationships with high net worth clients.
- Developing a satisfied employee base.
- Converting telephone inquiries into successful field visits.
- Assisting clients in identifying financial objectives and determining suitable asset allocation.
Requirements:
To succeed in this role, you should have:
- Excellent client relationship management skills.
- Ability to manage individual and team performance targets.
- Oversight of key account relationships.
About Us:
We are a leading provider of investment solutions, committed to delivering exceptional results for our clients. We believe in fostering a positive work environment and encourage collaboration among our team members.
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