Financial Sales Professional
7 days ago
At Fintechnordics, we're seeking a seasoned Financial Sales Professional to join our global team. As a key member of our sales force, you'll be responsible for developing and managing a portfolio of high-net-worth individuals, providing tailored financial advice and solutions to meet their unique needs.
About the RoleYou'll work closely with clients worldwide, building trusting relationships through strong communication and a personalized advisory approach. Your expertise will include advising on a wide range of products, such as lump sum investments, global funds, regular savings plans, and cutting-edge fintech solutions.
- Develop and manage a portfolio of wealth management clients (B2C)
- Build trusting relationships through strong communication and a personalized advisory approach
- Advise on a wide range of products, including Lump Sum Investments, Global Funds, Regular Savings Plans, and Fintech solutions
To succeed in this role, you'll need excellent service skills, strong analytical and communication abilities, and a proven track record in sales. Knowledge of offshore investments, fintech, or pension products is highly advantageous.
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