Wealth Management Sales Opportunity
Our client is a globally recognized company within the wealth management sector, seeking an experienced Regional Sales Manager to identify and pursue high-net-worth-individuals in Ireland. The ideal candidate will be responsible for prospecting potential clients, arranging meetings to discuss their financial situation and investment goals, providing tailored advice on investment strategies, and negotiating new business opportunities.
Your Key Responsibilities:
* Prospecting for high-net-worth-individuals with expressed interest in our client's services
* Cultivating relationships through calls and online/face-to-face meetings to understand clients' needs
* Developing and delivering customized advice on investment solutions offered by our client
* Negotiating deals and onboard new clients while maintaining existing relationships
About You:
The successful candidate should possess significant experience working in wealth management sales, specifically targeting high-net-worth-individuals in the Irish market. Fluency in English (C2-level) both written and spoken is required. Additionally:
(1) You must have 3+ years of track record selling to high-net-worth individuals.
(2) Quantifiable success closing new investor business is expected.
(3) The role requires QFA/APA qualifications.