Sales Manager
3 months ago
Responsibilities
- Generate new business opportunities across the Global Wealth market (family offices, HNWIs, trusts, corporates, charities etc.) through strategic networking as well as an existing client book.
- Work in partnership with the internal sales team to develop leads.
- Regularly attend corporate events and roadshows to network with prospects in person.
- Manage a carved-out book of clients; maintaining and developing these relationships to retain and grow the accounts.
- Work closely with client to understand their investment goals and provide suitable recommendations.
- Proactively respond to client queries.
Requirements
- CISI Level 6 qualified is essential.
- A proven track record of raising assets from global wealth clients within the Private Client/Wealth Management industry.
- Have a network of clients globally (Middle East & Africa particularly desirable)
- Strong working knowledge of financial markets and distribution dynamics.
- Excellent communication skills with a clear sales acumen.
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