Structured Products Senior Sales Executive
The successful candidate will for the majority of their time be required to raise assets from the IFA and Wealth Management market for investment in RFP products. Sales will be generated by a combination of proactive phone calls and targeted emails from the Reyker London office, face to face meetings and presentations at Reyker office and / or clients’ offices.
Assistance in marketing efforts relating to product sales will also be required. This may include creative input for sales ideas relating to specific product launches which requires documenting for either internal or external use. In addition, the successful candidate would also be responsible for consolidating IFA feedback on new products ideas and strategies developed by the RFP product team, as well as offering new ideas; and consolidating information on IFAs for internal MI (via CRM / database) captured by fact finds from client visits, phone conversations etc. Data needs to be stored and checked in accordance with compliance and risk procedures.
This is an excellent opportunity for a proactive and enthusiatic individual to join a fast paced expanding financial services firm in the heart of the city.
Comptencies required:
Sales: demonstrate ability to meet sales target set by RFP Head of Sales consistently.
Initiative: actively look at ways to generate sales, turning reactive phone calls / emails into business opportunities.
Client awareness: ability to document, communicate and resolve client queries promptly.
Communication skills: be able to sell effectively via the phone.
Team player: be able to work effectively within a team, sharing ideas and knowledge.
Organisational skills: be able to prioritise tasks and plan sales activities in advance, and demonstrate good time management.
Commitment: committed to the vision, values and strategic direction of Reyker and RFP, understanding the potential and limits of our resources and capabilities
Technical: understand the basics about RFP investment products, starting with structured products but need to demonstrate growth in understanding as more investment products are introduced.
Education and Experience:
RDR Ready; or will be within 6 to 12 months of commencing employment
At least 2 years’ experience promoting financial products to IFAs and Wealth Managers (IFAs may also be considered if in a sales role)
Relevant experience in other areas of financial services e.g. administration, mid-office, paraplanning for IFA’s etc. may also be useful.
Leave a Reply
You must be logged in to post a comment.