Asset Management Sales Specialists
Careers Verified Limited - 2 Openings
Job Summary
- We are seeking a results-driven Asset Management Sales Specialist responsible for identifying prospective clients, promoting investment and asset management products, developing client relationships, and driving revenue growth.
- The ideal candidate should have strong knowledge of investment products, excellent sales and relationship-management skills, and the ability to communicate complex financial concepts clearly to prospective and existing clients.
Key Responsibilities
- Identify and develop new business opportunities for asset management and investment products.
- Generate leads through direct prospecting, referrals, networking, partnerships, and other channels.
- Promote investment products such as mutual funds, fixed-income investments, managed portfolios, and other approved investment solutions.
- Understand clients' financial objectives, investment preferences, and risk considerations.
- Present suitable investment solutions in line with approved product guidelines and client requirements.
- Develop and maintain strong relationships with high-net-worth individuals, corporate clients, SMEs, institutions, and other prospective investors.
- Conduct sales presentations, client meetings, product demonstrations, and investment briefings.
- Convert qualified prospects into new clients and achieve assigned sales and revenue targets.
- Follow up consistently with prospects and existing clients to improve conversion and retention.
- Work closely with investment and portfolio management teams to provide accurate product information to clients.
- Prepare and submit sales proposals, quotations, presentations, and client reports.
- Maintain accurate records of leads, prospects, client interactions, sales activities, and conversions.
- Monitor market trends and competitor activities to identify new business opportunities.
- Participate in investment seminars, networking events, conferences, and client engagement activities.
- Cross-sell and up-sell appropriate investment and wealth management solutions to existing clients.
- Ensure all sales activities comply with company policies, regulatory requirements, and applicable financial-market regulations.
- Provide regular sales pipeline, performance, and market intelligence reports to management.
Requirements
- Bachelor's Degree in Finance, Economics, Accounting, Business Administration, Marketing, or a related discipline.
- 1-2 years of experience in asset management, investment sales, wealth management, banking, financial services, or related sales roles.
- Proven experience in business development, relationship management, or financial-product sales.
- Good understanding of investment products and financial markets.
- Strong sales, negotiation, persuasion, and client-acquisition skills.
- Ability to explain financial and investment products in a simple and professional manner.
- Strong networking and relationship-management abilities.
- Target-driven with a demonstrable track record of meeting or exceeding sales targets.
- Excellent communication, presentation, and interpersonal skills.
- Proficiency in Microsoft Office and CRM systems.
Application Closing Date
24th October, 2026.
How to Apply
Interested and qualified candidates should:
Click here to apply online
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Vacancy posted 11 hours ago
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