Sales and Relationship Manager, Wealth Management at Investment One Financial Services

The primary responsibility would encompass driving sales of our products and services, while maintaining impeccable business relationships with our top clients

Responsibilities

• Highly motivated and target driven with a proven track record in sales
• Should be able to work in an agile environment and must be tech savvy
• Excellent presentation skills and familiar with Microsoft Office suites
• This is a learning environment. Candidate should be open minded to learning
• The candidate must possess proper email and telephone etiquette
• Candidate must have excellent customer experience, relationship management skills.
• The candidate must demonstrate the capacity to communicate effectively with clients and team  members
• Highly developed interpersonal skills. (Essential
• Higher education (Master’s Degree in relevant field) Desirable
• Highly motivated and target driven with a proven track record in sales
• Excellent selling, communication, and negotiation skills
• Relationship management skills and openness to feedback

Requirements

• 2 - 3 years working experience in a relatable field at the most.
• Highly motivated and target driven with a proven track record in sales
• Should be able to work in an agile environment and must be tech savvy
• Excellent presentation skills and familiar with Microsoft Office suites
• The candidate must possess proper email and telephone etiquette
• Highly developed interpersonal skills. (Essential
• Higher education (Master’s Degree in relevant field) Desirable
• Highly motivated and target driven with a proven track record in sales
• Excellent selling, communication, and negotiation skills
• Relationship management skills and openness to feedback