Senior Sales -Financial Professional

DESCRIPTION
HIGH END SENIOR SALES PROFESSIONALS LOOKING FOR INDUSTRY TRANSITION TO INVESTMENT WORLD

If you are seeking a possible transition to the financial services area and have knowledge and interest in the investment world/capital markets, a prestigious investment bank is seeking a professional who has a proven track record in high end strategic sales and is accustomed to selling to high caliber clients. This is an exciting opportunity for a senior level sales professional who is highly motivated and has been thinking about making a change in their career path. You will be selling to high net-worth individuals and you must be an individual who commands their trust and respect. The successful candidate will participate in a comprehensive three-month New York City based training program with the company’s most senior executives. The training program focuses on learning the company’s history, culture, marketing strategy, investment services and methodology

Those sales professionals, of particular interest would be those sales professionals who have a strong track record in financial software sales, banking, commercial real estate, insurance, consulting, law and accounting. or healthcare/medical sales who can transfer their invaluable skills in both business development and relationship management. We feel sales professionals from these industries are accustomed to operating at a level that apply not only business development skills but a strong strategic approach and marketing acumen as well. Your target customers and clients are parallel to our prospects as well These are the types of individuals we are looking for.

In this role the incumbent will work within the global wealth management area of a highly prestigious investment bank in New York City

Responsibilities will include:

-Networking and developing relationships from scratch with attorneys, accountants, trust and estate executives, insurance and finance professionals and building business upon existing client base as well.

-Designing and implementing appropriate investment strategies based on an investor’s specific personal and financial goals and circumstances.

-Familiar with the firm’s investment planning research and the strategies employed in each of our investment services Will not be responsible for actual investment decisions .
REQUIREMENTS
REQUIREMENTS
-First and foremost we are seeking an individual who must have an interest in the capital markets and desire to develop their business development/sales as an investment professional.

-5-10 years/ experienced in sales with a proven track record selling and managing sophisticated clients in diverse industries.

-BA/BS degree required or MBA is highly preferable or finance related background.

-Confidence with financial products, services and concepts

Remember you will have a 3 month training program with top executives of the firm to learn the company’s history, culture, marketing strategy, investment services and methodology.

Please send your resume to [Click here for email]