Client Services - City of London, United Kingdom - Montpellier Resourcing

Tom O´Connor

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Tom O´Connor

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Description

£ COMPETITIVE £

Hybrid Working Available


A fantastic new opportunity to join a boutique Investment Management firm in the City has arisen as they seek an enthusiastic, driven and professional
Sales Consultant to join their Investment Sales team.

You will be working to provide proactive sales support to the company's Independent Financial Advisor's within their defined client base, striving to deliver sales targets and business objectives.

This is a fantastic opportunity for someone with business development and relationship management experience, who is now seeking to develop their career within wealth management.


Duties of the Sales Consultant to include:

  • Consistent communication with the defined client area to ensure that all opportunities for growth are utilised by communicating the newest products and services available, as well as handling specific enquiries from clients.
  • Proactively pick up on the sales activities generated by the Regional Sales Directors and DFM Specialists.
  • Responsible for closing deals and ensuring that the appropriate product and/or service has been sold.
  • Representing the face of the company, you will be working to build upon and develop new and existing relationships with clients.
  • Deliver sales targets whilst operating within defined parameters.
  • Plan and conduct sales visits, accompanying Regional Sales Directors to presentations and seminars to develop and build upon business opportunities.
  • Strong background within client relationship management, with ability to communicate efficiently and professional with existing and prospective clients.
  • Previous sales and business development experience essential.
  • A positive and hardworking attitude, and someone who constantly seeks to build new relationships.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency

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