Investment (Sales) Executive at Crystal Recruit

Responsibilities:

• Engage in initial phone prospecting and leverage existing networks for new business.
• Network extensively, generate leads, and seize opportunities to meet sales quotas.
• Prepare and maintain lists of prospective clients, staying informed about industry trends to support financial consulting.
• Conduct sales presentations to corporate clients and high-net-worth individuals (HNWIs).
• Distribute current marketing materials and meet with prospects and clients both in and out of the office.
• Assist clients with account documentation and facilitate fund transfers and investment placements.
• Provide ongoing service to existing clients and maintain up-to-date product knowledge across various investment areas.
• Oversee client portfolios, ensuring they are updated as necessary following quarterly reviews.
• Adhere to all industry regulations and standards.

Requirements

• Bachelor's degree in finance, Business, or related field. Relevant certifications in financial planning or investment management are a plus.
• 3-5 years' experience in a similar role.
• Extrovert, confident, and possesses an outgoing personality.
• Self-motivated with a professional demeanor.
• Excellent in communication, negotiation, and presentation.
• Deep interest in a long-term career in investment banking.
• Strong analytical skills with the ability to provide data-driven advice.
• Attention to detail with a knack for explaining complex information clearly.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Experience in sales within the financial services, banking, or investment sector preferred.
• Demonstrable success in business development and client relationship management.