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Account Executive

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Primis
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 45000 GBP Yearly GBP 45000.00 YEAR
Job Description & How to Apply Below

Experience:

Engaging with prospective investors, supporting portfolio managers, and learning the foundations of wealth and investment management

Location:

London (On-site)

Salary:
Up to £45k + benefits

ASAP

Key Responsibilities
  • Develop a strong understanding of investment and wealth management principles.
  • Learn and articulate the firm’s investment philosophy, strategies, and products to prospective clients.
  • Engage with potential investors to understand their objectives and financial goals.
  • Schedule and lead introductory calls to identify client needs and next steps.
  • Present the firm’s value proposition to convert leads into long-term relationships.
  • Support the investment management team during client meetings and onboarding processes.
  • Maintain accurate data in the CRM system and uphold regulatory and compliance standards.
What We’re Looking For

We’re interested in individuals who are:

  • Driven, articulate, and eager to learn.
  • Confident communicators with strong interpersonal skills.
  • Professional and motivated by client success.
Preferred background and skills
  • Experience in a sales or client-facing environment.
  • Exposure or interest in financial services (wealth management, private banking, advisory).
  • A degree in a relevant discipline.
  • Familiarity with financial terms and investment concepts.
  • Interest in pursuing professional qualifications (e.g., CISI, CFA).
  • Experience using CRM systems (Salesforce preferred).
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Staffing and Recruiting

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