Financial Product Sales Specialist

1 month ago


Dubai, Dubai, United Arab Emirates W Executive Full time
Job Summary

We are seeking a highly motivated and experienced Investor Relationship Manager to join our team at W Executive. As a key member of our sales team, you will be responsible for presenting, promoting, and selling our financial products to high net worth individuals and family offices.

Key Responsibilities
  • Product Promotion and Sales: Present and promote our financial products to potential customers, including high net worth individuals and family offices.
  • Customer Relationship Management: Cultivate and sustain positive business and customer relations, utilizing various methods to reach potential customers.
  • Market Analysis and Research: Assess the market's potential and analyze customer needs, issues, interests, competitive landscapes, and opportunities for new offerings.
  • Reporting and Communication: Provide detailed monthly reports on activities, including contact volume, meetings, pipeline status, and ongoing projects, to ensure effective communication with investor relations departments, marketing teams, and back-office staff.
Requirements
  • Proven Track Record: Proven track record as a Sales Representative with a strong background in sales, negotiation, and communication.
  • Network and Relationships: Established network within Family Offices and among UHNWIs, with a strong ability to foster productive business relationships.
  • Technical Skills: Proficiency in MS Office Suite and familiarity with CRM systems.
  • Business Acumen: Demonstrated motivation and success in achieving sales targets, with a strong understanding of the financial services industry.


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