Demonstrated ability to persuade and negotiate through consultation and active listening skills
Effective presentation skills and delivery to engage with different audiences
Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business
Proven sales acumen, business development and prospecting aptitude
Execution of a repeatable and measurable sales process
Aptitude for technological advancements as a way to improve efficiencies and effectiveness
Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications
Willingness to become an expert in Wealth Management solutions and strategies through leadership and a strong sense of self awareness
职位要求:
需要相关领域的大学学位
具有金融服务行业销售经验,熟悉顾问实践管理者优先
了解财富管理产品(共同基金,ETF,独立基金)和对全球金融市场的理解
成功完成行业相关课程,如CSC,IFIC,CFP(或努力完成行业相关课程)者优先
双语(英语和法语口语和书面语)
University degree in a related field is required
Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
Knowledge of Wealth Management products (mutual funds, ETFs, segregated funds) and an understanding of global financial markets
Successful completion of industry related courses such asCSC, IFIC, CFP(or working towards completion of industry related courses) is preferred
Bilingual (English and French both spoken and written)