Fund Sales (Mandarin Speaking

London, United Kingdom | Posted on 12/09/2023

• Work Experience Proven professional experience of 2-3 years in sales or relationship management, with exposure to high net worth individuals.
• Salary up to £65,000 plus competitive commission scheme
• City London
• Province City of London
• Country United Kingdom
• Postal Code SW1H

Here's an exciting opportunity to join a rapidly growing Wealth Management company that caters to a diverse clientele of Ultra High Net Worth (UHNW) individuals, both locally and internationally. Our client prides themselves on offering bespoke financial advice and building strong, lasting relationships with our valued clients.

A fast-paced Wealth Management company that is continuously expanding, and as a result, the company offer employees a stimulating and dynamic environment. As part of the team, you will have the unique opportunity to gain exposure to various aspects of running a business while specializing in client and asset acquisition.

As a Fund Sales, you will play a pivotal role in driving the growth and success of our company. Your responsibilities will include:

• Develop and implement sales strategies to acquire new clients and expand
• business relationships, with a focus on Ultra High Net Worth individuals.
• Build and maintain strong relationships with existing clients, understanding their
• investment goals and providing personalized advice.
• Conduct market research and analysis to identify new business opportunities,
• particularly within the Far Eastern market.
• Collaborate with internal teams to develop customized investment solutions for
• clients.
• Create a network and eco system of external advisors.
• Meet sales targets and contribute to the overall growth of the firm.
• Risk management and effective control throughout the sales process

• Proven professional experience of 2-4 years of professional experience in sales or relationship management, with exposure to high net worth individuals is preferred
• Prior financial industry experience would be preferred, however it is not essential
• Tertiary educated, and proficiency in both English & Chinese speaking will be a distinct advantage
• Relevant qualifications in the financial industry, such as IMC, IAD, CFA, RDR Level 4/6, will be positively considered.
• A strong ability to digest information, seek clarifications, and communicate effectively with all stakeholders involved
• Demonstrating an inquisitive nature and possessing sound problem-solving skills that drive innovative solutions
• Key qualities we value include trustworthiness, reliability, tenacity, resilience, thoroughness, and an excellent attention to detail
• For experienced sales candidates, we encourage you to present a business plan that showcases your existing client base, revenue potential, future business pipeline, and business development strategy