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Financial Sales Consultant
Skills
Analytical SkillsClient RelationsEconomicsFinanceFinancial SalesInvestment SalesInvestments
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.