Client Acquisition & Relationship Management:Identifying and attracting new investors, and nurturing long-term relationships with existing clients by understanding and addressing their evolving investment needs.
Sales Presentations & Deal Closure:Delivering compelling pitches and presentations of investment solutions, and effectively closing deals to generate revenue.
Market Analysis & Product Knowledge:Staying informed about financial market trends, competitor offerings, and relevant regulations to provide sound advice and identify new opportunities.
Collaboration & Communication:Working closely with internal teams, such as trading, sales trading, and support staff, to ensure smooth client onboarding and transaction execution.
Reporting & Feedback:Providing regular performance reports and market feedback to management and other internal stakeholders.
Client Needs Assessment:Working to understand and address client investment needs and challenges by offering appropriate solutions.
Key Skills & Knowledge
Financial Acumen: A strong understanding of financial principles and investment products.
Sales & Persuasion: Excellent communication, negotiation, and closing skills.
Client-Facing Skills: Ability to build rapport, understand client needs, and provide excellent service.
Market Awareness: A keen awareness of market dynamics and investment trends.
Problem-Solving: The ability to analyze complex financial situations and propose effective solutions.
