Relationship Manager - W Executive

ob Requirements:

• Proven track record as a Sales Representative
• Established network within Family Offices and among UHNWIs in UK
• Proficiency in MS Office Suite
• Familiarity with CRM systems and adeptness in fostering productive business relationships
• Demonstrated motivation and success in achieving sales targets
• Strong skills in sales, negotiation, and communication
• Effective prioritization, time management, and organizational abilities
• Capability to develop and deliver tailored presentations
• Aptitude for relationship management and receptiveness to feedback

Responsibilities:

• Present, promote, and sell the company's financial products
• Cultivate and sustain positive business and customer relations
• Utilize various methods including cold calling, mass mailing, and personal network connections to reach potential customers
• Address customer inquiries and concerns to optimize satisfaction
• Attain agreed-upon sales objectives within designated timelines
• Provide detailed monthly reports on activities including contact volume, meetings, pipeline status, and ongoing projects
• Collaborate with investor relations departments, marketing teams, and back-office staff to streamline sales efforts
• Assess the market's potential and analyze customer needs, issues, interests, competitive landscapes, and opportunities for new offerings.