Private Client Sales Enablement Specialist

Rathbones Group Plc; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management firm in London is hiring a Sales Support Specialist to enhance the Private Client channel through proactive support and sales enablement. The role demands understanding financial products, time management skills, and proficiency in Salesforce. Candidates should possess a relevant industry qualification and experience in financial services. The firm fosters a diverse and inclusive workplace, offering meaningful work and career development opportunities.

Qualifications

• Understanding of the products and services offered.
• Ability to maintain positive working relationships.
• Strong understanding of financial services regulations.

Responsibilities

• Support execution and review of sales strategy.
• Provide sales intelligence reports and manage CRM.
• Organize client events and sales meetings.

Skills

Time management

Relationship development

Systems competence

Education

Relevant industry qualification

Tools

Salesforce

Seismic

Job description

A leading wealth management firm in London is hiring a Sales Support Specialist to enhance the Private Client channel through proactive support and sales enablement. The role demands understanding financial products, time management skills, and proficiency in Salesforce. Candidates should possess a relevant industry qualification and experience in financial services. The firm fosters a diverse and inclusive workplace, offering meaningful work and career development opportunities.