Investment Sales Manager
Responsibilities:
- Identify and engage prospective investors through networking, referrals, and business development.
- Present Primera Trade Trading account opportunities to qualified clients.
- Build and maintain long-term relationships with investors and strategic partners.
- Meet capital-raising and investment sales targets.
- Conduct Trading account presentations and provide ongoing investor support.
- Maintain a strong understanding of the company's products and market trends.
- Prepare sales reports, manage the investor pipeline, and maintain accurate client records.
- Ensure all investment activities comply with company policies and applicable regulatory requirements.
Qualifications:
- Active referral networks and affiliate marketing experience.
- Minimum of 1 year of experience in investment sales, wealth management, financial services, or capital raising.
- Strong communication, negotiation, and relationship management skills.
- Proven ability to achieve sales and fundraising targets.
- Professional, ethical, and client-focused approach.
Location: Remote - Anywhere
Skills required for this job:
- Affiliate marketing
- Affiliate networks
- Business development
- Client acquisition
- Investments
- Network marketing
- Referral generation
- Sales management