Söderberg & Partners , a European Wealth Management firm is looking to hire a Product specialist/Sales Associate for their Asset Management team in London, that would support the establishment of their presence in the UK.
Responsibilities
Your ultimate responsibility will be to sell discretionary portfolios to financial advisers and help grow the firms’ assets under management.
Tasks include:
- Building and maintaining a CRM database of advisers
- Marketing the firm’s investment portfolios to advisers
- Following up with advisers regularly and building meaningful relationships
- Supporting advisers with sales materials as required
- Referring advisers’ questions and requests internally as required
Your profile
- Educational background: BSc/ BA in a finance and/or marketing- related field
- Technical Skills: Demonstrated knowledge of and interest in financial markets/ investments/ portfolios /funds
- Soft skills:
o Excellent sales skills
o Excellent presentation skills
o Good level of English
o Strong interpersonal skills
- Required work experience: Sales in financial services (minimum 2 years)
- Must have lived in the UK and have a UK work permit
The role
You will be joining a small team at an early stage in a business that is set to grow rapidly. Your work will be hybrid with great opportunities to progress.