Client Relations Executive

3 weeks ago


Dubai, Dubai, United Arab Emirates W Executive Full time

Job Requirements:

  • Demonstrated success as a Sales Professional
  • Established connections within Family Offices and among Ultra High Net Worth Individuals (UHNWIs)
  • Proficient in Microsoft Office Suite
  • Experience with Customer Relationship Management (CRM) systems and skilled in building effective business relationships
  • Proven drive and success in meeting sales goals
  • Strong abilities in sales, negotiation, and communication
  • Excellent prioritization, time management, and organizational skills
  • Adept at creating and delivering customized presentations
  • Strong relationship management skills and openness to constructive feedback

Responsibilities:

  • Promote, present, and sell the financial offerings of the company
  • Build and maintain positive relationships with clients and stakeholders
  • Employ various strategies such as cold outreach, mass communication, and personal networking to engage potential clients
  • Respond to client inquiries and concerns to enhance satisfaction
  • Achieve set sales targets within specified timeframes
  • Deliver comprehensive monthly reports detailing activities including contact metrics, meetings, pipeline status, and ongoing initiatives
  • Work collaboratively with investor relations teams, marketing departments, and support staff to optimize sales processes
  • Evaluate market potential and analyze client needs, challenges, interests, competitive dynamics, and opportunities for new services.


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