Key skills
NegotiationPresentation SkillsSales
About this role
Role Overview
- Sells institutional trust products and services to prospective clients
- Acts as the technical expert on the bank's products and services
- Identifies new prospects by researching potential needs and sales planning
- Responds to prospective clients via letter or telephone
- Makes customized sales presentations to large and complex clients
- Oversees request for proposal responses and fee proposals
Requirements
- Minimum of 7 years of financial sales experience
- Knowledge of complex institutional trust products and services
- Presentation skills to communicate and sell the bank's products
- Knowledge of accounting and investments
- Negotiation skills for fee proposals
Benefits
- Reasonable accommodation
- Flexible working hours