Account Manager / Investment Consultant in London

Account Manager / Investment Consultant

📍 London
💷 Salary: £27,000 basic + uncapped commission
💰 OTE: £45,000 - £50,000+
🕙 Hours: Monday to Friday, 10:00am - 6:00pm (subject to business needs)
🌴 Holiday: 28 Days Annual Leave

About the Role

We are looking for individuals to join a sales team as an Account Manager within the investment sector.

This is a sales role focused on new business development, client contact, and maintaining relationships with prospective investors. The role involves speaking with clients by phone, presenting information about investment opportunities, and managing ongoing communication.

Key Responsibilities

Contact prospective clients via telephone and other communication channels
Build and maintain relationships with potential investors
Present investment opportunities in a clear and professional manner
Work towards individual sales targets
Keep accurate records of client activity and pipeline updates
Follow compliance and regulatory requirements in all communication
Develop knowledge of products and the market
Handle client questions and objections
Work with the wider sales team

Requirements

Previous experience in sales, telesales, account management, or business development preferred
Good communication and interpersonal skills
Target-focused approach to work
Ability to remain composed under pressure
Comfortable working in a fast-paced environment
Ability to build rapport with clients
Good organisational skills
Financial services or investment experience is beneficial but not required

What's On Offer

Uncapped commission structure
Realistic OTE of £45,000 - £50,000+
Monday to Friday working schedule
28 days annual leave
Training provided
Opportunities for progression within the business structure

Additional Information

This role involves a strong focus on sales activity and client communication within the investment sector. A professional approach and adherence to compliance standards are required.

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