Account Manager

Account Manager

Richmond, Surrey

Do you have experience of selling to HNWI?

Are you money motivated and driven by exceeding targets?

If so, then you’ll love this commission focused sales role in a thriving market working for a highly trusted investment brokerage.

The Company:

My client is a leading investment brokerage that prioritises building lasting relationships with their clients. Their belief in tangible, limited edition assets as recession-proof investments forms the cornerstone of their approach. With over 150 5* Trustpilot reviews, they offer a verified and trusted investment service that has financially benefited their investors.

The Role:

As an Account Manager, you’ll be the first point of contact for potential clients interested in their  investment opportunities. Your role involves nurturing relationships, guiding clients through market intricacies, and facilitating trades. With a hunter mentality, you’ll proactively bring new clients onboard while fostering lasting connections in their dynamic and rewarding environment.

Job Duties:

• Respond promptly to incoming warm enquiries from potential investors interested in investments.
• Engage in active listening to understand investors’ needs, preferences, and financial goals.
• Qualify leads by assessing their level of interest, investment knowledge, and financial capacity.
• Educate potential investors about the market, highlighting the benefits and potential returns of investments.
• Provide personalised recommendations based on investors’ objectives and risk tolerance.
• Guide investors through the investment process, including verifying their identity, explaining contract terms, and facilitating payment.
• Maintain accurate records of all interactions and follow-up activities in the CRM system.
• Close deals and seek to build relationships to increase investment levels.

About You:

• Investment Sales Experience
• Knowledge About Financial Markets
• Telesales Proficiency
• Exceptional Telephone Manner
• Ability to Speak and Build Trust with HNWI
• Target-Driven Nature
• Money-Motivated Attitude

Job Benefits:

• Competitive Salary Range
• Lucrative Commission Structure
• Team Bonuses and Incentives
• Warm Leads Only
• Development and Progression Opportunities
• Fun and Sociable Environment
• Company Trips and Social Events

Next Steps:

To enquire or make an introduction, reach out to John Nesbitt on 07803414142 or via email to john.nesbitt@aspion.co.uk