Relationship Manager

Overview

Key Responsibilities

• **Lead Generation & Prospecting:**
• Identify and generate new leads through various channels (cold calling, networking, referrals).
• Build a pipeline of prospective clients interested in wealth management services.
• **Meeting Scheduling:**
• Set up meetings with qualified prospects to pitch the company’s offerings.
• **Sales Target Achievement:**
• Drive sales to achieve an annual revenue target through new client acquisitions.
• Meet monthly revenue targets based on the overall goal.
• **Relationship Management:**
• Build and nurture strong relationships with clients to foster loyalty and repeat business.
• Provide excellent post-sales support and regular follow-ups to ensure client satisfaction.

Requirements

• Minimum 4 + years of experience in hardcore sales in financial services.
• Excellent communication, negotiation, and persuasion skills.
• Target-driven mindset with a hunger for achieving and exceeding sales goals.
• Ability to thrive in a fast-paced, high-pressure sales environment.
• English language proficiency
• An entrepreneurial-minded advisor with a passion for equity investments.
• A self-starter who can run your own practice and grow your client base.
• A knowledgeable professional who understands the nuances of investment strategies.
• If you’re ready to take control of your career and join a team that values independence and growth, we want to hear from you!

Key Performance Indicators (Kpis)

• Number of new leads generated.
• Number of client meetings scheduled per month.
• Achievement of quarterly and yearly revenue targets.
• Client retention and relationship management performance.

Employment Type:** Full-Time

Job Type: Full-time

Application Question(S)

• Please confirm your visa type.

Experience

• wealth management sales: 3 years (Preferred)