Job Type
Work Type
Location
Experience
JOB DESCRIPTION
JOB TITLE: Investment Consultant
DIVISION: UK Land
JOB PURPOSE:
The Investment Consultant's role is to identify new prospects, follow up on qualified leads from
marketing campaigns, and carry out the sales advisory process.
Target clients: High Net Worth Individuals (HNWI)
SPECIFIC DUTIES AND RESPONSIBILITIES:
• Learn and maintain knowledge of services, procedures, industry, and industry trends
• Regular follow-ups with qualified leads through phone, email, and meetings
• Adequately identify the needs of each client
• Provide consultative approach and can present solutions to potential clients
• Establish, develop, and maintain positive client relationships
• Supply management with reporting on the statuses of leads, current clients, feedback,
problems, and interests
• Achieve KPIs and sales targets as set by the management
REQUIRED SKILLS:
• Excellent selling, communication, and negotiation skills
• Ability to maintain a professional image and demeanor at all times
• Ability to build and nurture productive client relationships
• Intrinsically motivated and target-oriented person
• Able to deliver consultative sales approach
• Time management, attention to detail, and organizational skills
• Ability to create and deliver presentations tailored to clients' needs
• Ability to effectively utilize CRM software during the sales process
• Relationship management skills and openness to feedback
QUALIFICATION:
• Self-motivated and able to work on your initiative
***Please take the time to read the job description, you must meet all the criteria set out below for your application to be considered. We do check all
applications and suitable candidates will be contacted within 5 working days. If you are not contacted by us within that time, please consider your application
unsuccessful on this occasion. ***
HUMAN RESOURCE – TP/HUM24-008