Private Wealth Sales

My client, a successful global asset manager, is looking for a Sales person to focus on the Private Wealth market in the UK, dealing predominantly with High Net Worth Individuals, Private Banks and Family Offices.

Key Responsibilities:

*Sales - make outbound calls to introduce the business and arrange meetings, and attend and take part in prospect meetings
*Strategic market planning - assist with research relating to prospecting, assist with the coverage plan and identify development areas
*Day to day management of client accounts - respond to general client queries and portfolio-specific questions, liaise with internal departments to resolve client issues, coordinate reporting requirements, and host client meetings

Key Requirements:

*Related industry experience within an investment manager
*Sales experience, with particular experience of cold-calling and prospecting
*Experience of Sales to the Private Wealth market in the UK
*Broad experience across all investment classes, including equities, fixed income and alternatives
*Excellent communication and organisational skills
*Excellent experience of client servicing and relationship building
*Initiative, drive and creativity

Please note that the above requirements are essential for this role. Please submit your CV for review and for further information.

April 30, 2013 • Posted in: General

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