Summary
Date Posted: Thursday, June 08 2023, Base Salary: Not Disclosed

JOB DETAILS:
Key Responsibilities / Duties:
• Identifies and cultivates prospects and/or clients
• Initiates and follows up on new business opportunities.
• Leads new business meetings and closes sales to institutional investors and consultants.
• Leverages the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
• Develops and maintains relationships with sub-advisors and consultants.
• Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
• Collaborates with Marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
• Works closely with team members to further develop sales opportunities.

Work Experience / Knowledge:
• Minimum 3+ years of professional working experience.
• Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants in assigned market segments.
• Must have excellent sales skills and in-depth product and broad investment knowledge.
• Skills / Other Personal Attributes Required:
• Strong communication and presentation skills
• Ability to work well with a variety of people at all levels of the organization
• Demonstrated ability to close business
• General understanding of the financial markets and investment vehicles

Education Requirement: No Requirements

Work Hours: 8

Experience in Months: 36

Level of Education:

Job application procedure
• Interested and qualified? Click here to apply

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