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.