Relationship Manager - PMS Sales - Financial Services Firm

We are seeking an experienced PMS Sales Relationship Manager to join our team. The successful candidate will be responsible for driving sales growth and building strong relationships with existing and potential clients, including High Net Worth Individuals (HNI), Ultra High Net Worth Individuals (UHNI), and family offices. The ideal candidate will have a strong track record of sales experience in the PMS industry and excellent relationship-building skills.

Requirements:

- Proven experience in selling PMS products or similar financial services

- Strong relationship-building skills, with the ability to build and maintain relationships with HNI, UHNI, and family office clients

- Excellent communication and interpersonal skills

- Strong sales and negotiation skills, with the ability to meet or exceed sales targets

- Ability to work independently and as part of a team

- Strong analytical and problem-solving skills

- Good understanding of the financial services industry and market trends

Job Description

1. PMS product sales experience.

2. Building a strong relationships with the clients:

3. Focus on cultivating and maintaining strong relationships with existing HNI/UHNI/ family offices and potential clients.

4. Meeting or exceeding sales targets

5. Achieving agreed sales and revenue targets.