The Global Wealth Solutions team seeks to recruit an experienced Internal Sales Analyst or Associate to work in partnership with the External Relationship Managers that cover financial advisors at private wealth management firms in their respective territories.
Requirements
- 2+ years of sales experience with financial advisors at leading wealth management firms
- Fluency in Portuguese
- Knowledge/ experience in international Wealth Management
- Understanding of financial markets and investment strategies
- Superior communication and presentation skills
- Strong organizational skills
- Effective relationship management and interpersonal skills
- Team player that can collaborate across sales, product, and other functional areas of the firm
- High level of accountability and drive
- Proficiency in CRM systems (Salesforce) and Microsoft Office Suite
- Excellent academic credentials including an undergraduate degree from a top tier institution
- Series 7 and 63 or 66 required within 3 months of your start date
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Retirement Plan
- 401k Matching