Key skills
Sales
About this role
Role Overview
- Prospecting and developing a client portfolio
- Raising funds and building long-term relationships
- Strategic investment advisory on fixed-income and equity products
- Monitoring clients' portfolio performance
- Consultative approach focused on creating value
- Meeting fundraising and growth targets
Requirements
- Active ANCORD certification required
- Previous experience in the financial market or in consultative sales
- Highly results-oriented profile
- Strong relationship-building skills and ability to establish trust
- Long-term mindset with a focus on building client wealth