Step into a pivotal role as a Structured Investments Analyst focusing on client engagement. Support the sales team while honing your understanding of complex financial products.
This analyst position offers a dynamic pathway for recent graduates or those with limited experience. You will be instrumental in setting appointments, analyzing marketplace trends, and assisting knowledgeable sales professionals in the field to strengthen client relationships.
Key Responsibilities:
• Set appointments through outbound calling efforts
• Assess regional and product sales trends meticulously
• Make over 50 calls daily to reach potential clients
• Collaborate with the external sales and distribution team
• Use contact management tools for efficient follow-up
Requirements:
• Bachelor's Degree is necessary
• 0–2 years of applicable experience
• Sales experience in the financial sector preferred
• Strong follow-up and communication skills
• Basic understanding of...