Account Executive (Inside Sales)
Core
Inside sales liaison between UK private clients and the firm, educating high-net-worth individuals on investment strategy to set appointments for outside sales.
Role type
Inside Sales Account Executive
Builds
Appointment pipeline for outside sales team
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
sales techniques, understanding of wealth management, ability to determine investment goals, relationship building
Preferred skills
experience in finance, passion for sales, ability to learn from setbacks
Technologies
none stated
Responsibilities
Engage with high-net-worth individuals to understand their financial position, suggest relevant next steps, cultivate understanding of market philosophy, turn leads into assets under management
Seniority
Entry-level / Graduate