Ob Requirements: Proven track record as a Sales Representative Established network within Family Offices and among UHNWIs in UK Proficiency in MS Office Suite Familiarity with CRM systems and adeptness in fostering productive business relationships Demonstrated motivation and success in achieving sales targets Strong skills in sales, negotiation, and communication Effective prioritization, time management, and organizational abilities Capability to develop and deliver tailored presentations Aptitude for relationship management and receptiveness to feedback Responsibilities: Present, promote, and sell the company's financial products Cultivate and sustain positive business and customer relations Utilize various methods including cold calling, mass mailing, and personal network connections to reach potential customers Address customer inquiries and concerns to optimize satisfaction Attain agreed-upon sales objectives within designated timelines Provide detailed monthly reports on activities including contact volume, meetings, pipeline status, and ongoing projects Collaborate with investor relations departments, marketing teams, and back-office staff to streamline sales efforts Assess the market's potential and analyze customer needs, issues, interests, competitive landscapes, and opportunities for new offerings.