Key skills
MentoringSales
About this role
Role Overview
- Actively prospect potential clients.
- Participate in technical and commercial training provided by the company.
- Conduct initial meetings with leads and present value-driven solutions with the support of leaders and financial planners.
- Build and maintain your sales pipeline with discipline and consistency.
- Work with a focus on relationship building and establishing client trust.
- Collaborate closely with the commercial team and in-house financial planners.
Requirements
- Active Ancord certification.
- Strong interest in the financial markets and consultative client service.
- Commercially driven, communicative, and resilient profile.
- Discipline and self-management to develop a client portfolio from scratch.
- Commitment to targets and continuous learning.
Benefits
- Structured training pathway with technical and commercial support.
- Mentoring from experienced leaders and close guidance throughout your journey.
- Collaborative, meritocratic environment with real opportunities for growth.
- Access to our proprietary financial planning and investment methodology.
- Potential for partnership in the medium to long term.