Internal Investment Sales Associate
This global leader in financial services has gone from strength to strength over the last couple of years and are now embarking on a new period of development and further expansion. Due to this they are seeking a number of Mass Affluent Client Associates (1 on a permanent basis and 1 fixed-term contract) within their Personal Investing Division.
This area is responsible for marketing their products and services to individual retail investors who are happy to make their own investment decisions.
As one of the Associates, you will be responsible for proactively making contact with new enquirers and existing investors in order to promote, develop and retain personal investment assets as well as educating and dealing with any specific enquiries that can include: information on client accounts, details about a particular product,the resolution and prevention of client facing issues, as well as web navigation and online queries. Additionally, the role will also include working out of the London office a couple of times a month, where you will have the opportunity to meet with client face-to-face.
These roles requires a high level of self-driven initiative and the ability to learn and develop new skills and knowledge to meet the client's requirements, therefore the ability to deliver an manage relationship and provide an excellent service at all times is paramount
Possessing proven experience and commitment in providing an excellent level of client service, it is essential that you possess previous iinancial services nvestment related experience (pensions, investments and/or banking etc.) within similar customer/client led servicing environment.
Additionally, and due to the nature of the roles, it is essential that you possess the confidence in dealing with senior stakeholders and presenting M.I and reporting analysis, together with excellent verbal and written communication skills, a high level of accuracy and attention to detail and the skill set to work within a very business and innovative environment
Further details together with information on the remuneration and benefits package are available on application.