Hotline: 0918033133
31/03/2023
Bán hàng / Kinh doanh , Dịch vụ khách hàng , Tài chính / Đầu tư
Nhân viên chính thức
500 - 1,400 USD
Trên 1 Năm
Nhân viên
31/03/2023
Job Title: FUND PORTFOLIO CONSULTANT/SALES EXECUTIVE
Job Overview:
We are seeking an experienced Sales Executive to join our team. The ideal candidate will need to have strong sales performance and is willing to learn about the investment/finance industry.
Responsibilities:
* Implement sales strategies to drive growth in the firm's portfolio management business. Give ideas and contributions to improve sales strategies.
* Identify and pursue new business opportunities, including developing relationships with financial advisors, institutional investors, and high net worth individuals.
* Collaborate with the firm's investment team to develop investment solutions that meet the needs of clients and prospects.
* Develop and deliver presentations to clients and prospects, effectively communicating the firm's investment philosophy, approach, and performance.
* Work closely with internal stakeholders, including marketing, operations, and client service teams, to ensure a seamless client experience.
* Stay up-to-date on market trends, competitive landscape, and regulatory changes affecting the investment management industry.
* Bachelor's degree in finance, business, or a related field.
* 1+ years of experience in sales or business development. Prefer having experience in the investment management industry.
* Strong sales and relationship management skills, with a proven track record of developing and managing relationships with clients and prospects.
* Excellent communication and presentation skills, with the ability to effectively communicate complex investment concepts to a range of audiences.
* Strong analytical skills, with the ability to analyze market trends, client needs, and investment performance to inform sales strategies.
We offer performance-based compensation system and benefits package, as well as a dynamic and challenging work environment with opportunities for professional growth and development. If you are an experienced sales professional with a passion for investment management and a track record of success, we would love to hear from you.
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