Investment Sales Specialist
4 weeks ago
We are seeking a talented Investment Sales Specialist to join our team in Central London. As an Investment Sales Specialist, you will be responsible for developing and implementing sales strategies to acquire new clients and expand business relationships with High Net Worth individuals and families.
Key Responsibilities:
- Develop and implement sales strategies to acquire new clients and expand business relationships with HNWIs
- Build and maintain strong relationships with existing clients, understanding their family wealth aspirations and providing tailored advice
- Conduct market research and analysis to identify new business opportunities
- Collaborate with internal teams to develop customized family wealth solutions for clients
- Meet sales targets and contribute to the overall growth of the firm
Preferred Qualifications and Experience:
- Native Mandarin and fluent English is required for this role
- Ideally 2-3 years of experience in sales or relationship management, with exposure to HNWIs
- Relevant qualifications would be a plus (e.g. IMC, CFA, IAD, RDR, etc.)
Salary: £60,000 OTE (£30,000 base + generous uncapped commission)
Contract type: Full time, permanent
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