Financial Sales Consultant

Skills
Analytical SkillsClient RelationsEconomicsFinanceFinancial SalesInvestment SalesInvestments
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Experience in Financial Planning or Financial Sales.
  • Strong analytical abilities and attention to detail.
  • Capacity to build strong client relationships.
  • Experience with high net worth clients.
  • Proven sales record is advantageous.

Day to day

  • Manage a diverse portfolio of wealth management clients.
  • Provide tailored financial advice for clients.
  • Stay up-to-date with global markets and offer investment products, including savings plans and pensions.