Key Responsibilities
- Sales and Client Management:Prospecting for new clients, addressing client inquiries, providing post-sales support, and resolving operational issues.
- Market Research:Conducting market research to identify new trends and business opportunities within the investment sector.
- Marketing Support:Assisting in drafting pitch documents and marketing collaterals to support sales efforts.
- Administrative Support:Managing contact management systems, coordinating sales activities, generating performance reports, and maintaining client records.
- Collaboration:Working closely with senior management and other teams to support sales initiatives and learn day-to-day sales activities.
Qualifications and Skills
- Education:A bachelor's degree in Finance, Business, or a related field is often required.
- Experience:Experience in financial services, particularly in sales or distribution, or a background in asset management is beneficial.
- Technical Skills:Proficiency in Microsoft Office suite is essential, along with the ability to manage and analyze data.
- Soft Skills:Strong communication, presentation, and interpersonal skills are crucial for client-facing roles. A well-organized, detail-oriented, and self-driven personality with strong follow-up skills is also necessary.
- Industry Knowledge:A strong interest in investment products, capital markets, and understanding of mutual funds or investment funds is important.
Career Outlook
- This role can offer a pathway to more senior sales positions within the financial services or real estate industries.
- Some positions provide opportunities for exposure to live deals, networking, and professional development.
- The role can be found in both financial services (selling investment funds) and commercial real estate (selling properties like office buildings or retail centers).
