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Investment Sales Executive

2 weeks ago

Manila, National Capital Region, Philippines AXA Philippines Full time
Job Description

The Investment Sales Executive is responsible for generating new business opportunities and driving sales growth in single pay AUM, fee income, and activation. The role involves building and deepening relationships with partners, identifying clients' financial goals and expectations, and assisting partners in selecting appropriate investment opportunities.

The ideal candidate will have a proven track record in investment sales, a strong understanding of private wealth management and high net worth clients, and excellent communication and negotiation skills. They will also have a strong ability to analyze sales performance metrics and current investment trends.

Key Skills and Qualifications
  • Proven track record in investment sales
  • Strong understanding of private wealth management and high net worth clients
  • Excellent communication and negotiation skills
  • Ability to analyze sales performance metrics and current investment trends