Investment Consultant
9 days ago
£25000–£80000 yearly
Full-time
London
As an investment consultant associate within our private market sales team, you will be evaluating, discussing and relaying direct private equity and fixed income opportunities with existing and prospective high net worth clients. This is an exciting opportunity for a motivated professional with a strong background in sales, private equity or fixed income to develop long-term client relationships and drive sales in a fast-growing market. Core Skills: Active Listening: Understanding customer needs by focusing on their words, not just waiting to speak. Relationship Building: Creating trust and rapport with prospects to foster long-term partnerships. Prospecting & Research: Identifying potential customers through, research, networking, and social media. Effective Communication: Articulating value clearly and using stories to engage, rather than just listing features. Objection Handling & Negotiation: Addressing concerns, managing resistance, and securing win-win agreements. Closing Techniques: Confidently asking for the sale or next step at the appropriate time. Time Management: Prioritizing high-value prospects and activities to maximize efficiency. Product Knowledge: Possessing deep, expert knowledge of the product or service being sold. Adaptability: Adjusting communication style and techniques based on the prospect and situation. Technical Savviness: Proficiency with sales tools like CRM software (e.g., Salesforce, HubSpot) and LinkedIn for outreac Required Skills Core Responsibilities • Conducting research, surveys, and interviews to gather data., • Analyzing, identifying, and solving complex business problems., • Presenting findings, insights, and recommendations to clients., • Implementing new procedures and strategies., • Client Interaction and Empathy: Building credibility and rapport, understanding client needs, and adapting to different corporate cultures., • Project Management: Managing timelines, organizing tasks, and leading teams to deliver results., • Technical Proficiency: Advanced skills in PowerPoint for presentations, Excel for financial modeling, and data visualization tools., • Adaptability and Flexibility: The ability to work across different industries and adjust to changing project scopes., • Business Acumen: Understanding market dynamics, financial concepts, and industry trends.