Marketing and Sales (Investment Management)

Company

Our client is a boutique investment firm having over 10 years of experience in investment management, private equity, corporate advisory, and real estate development. With a focus on Australia, they deliver superior and safe investment opportunities with customised solutions to clients. Now they are offering a rewarding opportunity for a highly motivated person/s to join their sales team. The successful applicant to this position will be responsible for identifying and building high-quality relationships with clients, developing applicable marketing promotion activities plans, and achieving sales targets.

Key Accountabilities

As a Marketing & Sales, key duties include but are not limited to:

• Managing, developing and promoting offers, ensuring that growth, profitability, customer service targets, and sales objectives are met within required standards.
• Recognizing opportunities for services, and campaigns that will result in sales.
• Building and retaining trust and long-term relationships with new and existing clients.
• Prospect for potential clients and convert them into increased business opportunities
• Providing trustworthy feedback and after-sales support to prospective and existing clients.
• Cultivating positive interactions and relationships with colleagues, and executives to evaluate sales strategy and results.
• Ensure a high standard of compliance and control is maintained
• Fundraising for the current fund

Skills, knowledge, and experience

• A minimum of one year of experience in fund sales or real estate sales.
• Bilingual Preferred (Mandarin and High-level English)
• Successful sales record.
• Exceptional interpersonal skills.
• Solid negotiation, sales, and communication skills.
• Be dynamic, self-motivated, go-getter, ambitious and performance-driven
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Good understanding of compliance and regulatory requirements of all products
• Knowledgeable about the property market or finance market.
• Possess knowledge of the high-net-worth marketplace, experience in dealing with High-Net-Worth clients is highly preferred
• The ability to create and maintain good relationships with customers

Advantage

• Flexible working hours
• Promotion Opportunities
• Free parking
• Phone
• Laptop

Qualification and Requirement:

• Prefer PR or Citizen