Job Description
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.