Investor Relationship Manager

3 weeks ago


London, UK, United Kingdom WEXECUTIVE Full time

ob Requirements:

  • Proven track record as a Sales Representative
  • Established network within Family Offices and among UHNWIs in UK
  • Proficiency in MS Office Suite
  • Familiarity with CRM systems and adeptness in fostering productive business relationships
  • Demonstrated motivation and success in achieving sales targets
  • Strong skills in sales, negotiation, and communication
  • Effective prioritization, time management, and organizational abilities
  • Capability to develop and deliver tailored presentations
  • Aptitude for relationship management and receptiveness to feedback

Responsibilities:

  • Present, promote, and sell the company's financial products
  • Cultivate and sustain positive business and customer relations
  • Utilize various methods including cold calling, mass mailing, and personal network connections to reach potential customers
  • Address customer inquiries and concerns to optimize satisfaction
  • Attain agreed-upon sales objectives within designated timelines
  • Provide detailed monthly reports on activities including contact volume, meetings, pipeline status, and ongoing projects
  • Collaborate with investor relations departments, marketing teams, and back-office staff to streamline sales efforts
  • Assess the market's potential and analyze customer needs, issues, interests, competitive landscapes, and opportunities for new offerings.


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