Asset Sales Specialist
2 weeks ago
About the role
As an Asset Sales Specialist, you will play a key role in growing the company's asset sales (sourcing brokers) and client relationships. This full-time position is based in Makati City, Metro Manila, and involves engaging with high-net-worth individuals and institutional clients to deliver tailored investment solutions.
What you'll be doing
- Proactively identify and pursue new business opportunities to expand the company's asset sales
- Develop and maintain strong relationships with existing clients, understanding their needs and providing them with excellent service
- Conduct research and analysis to recommend appropriate investment products and strategies that align with clients' financial goals
- Prepare and present compelling investment proposals to clients
- Collaborate with the broader sales and investment teams to share insights and best practices
- Stay up-to-date with market trends, regulations, and competitors to enhance the company's sales strategy
What we're looking for
- Minimum 1 year of experience in asset sales, relationship management, or a similar role in the financial services industry
- Proven track record of successfully sourcing new brokers and building long-term client relationships
- Excellent communication and presentation skills, with the ability to tailor your approach to different client profiles
- Strong analytical and problem-solving skills, with the ability to understand complex financial products and their suitability for clients
- Thorough knowledge of the financial markets, investment products, and relevant regulations
- Ability to work independently and as part of a team to achieve shared goals.
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