Primary Responsibilities
Working with your external wholesaling partner, you will be responsible for ETF distribution to French-speaking clients in locations such as Monaco and Geneva. Day-to-day responsibilities will include:
- Identifying and contacting prospective clients via phone call, email, and social with the aim of developing relationships and booking meetings for your external partner. You will be expected to make a minimum number of outbound sales calls per day.
- Relationship management – Maintaining existing client relationships, making follow-up calls.
- Managing the CRM system, ensuring calls and meetings are tracked correctly and client data is kept up to date.
- Building trust with clients through ongoing communication, utilising First Trust resources (market commentaries, webinars, lunch presentations etc.).
- Dealing with inbound client requests for information, portfolio analysis, fund comparisons etc.
- Driving attendance to and attending events, lunches and dinners.
- Developing market intelligence, and keeping up to date with market news and industry trends to assist in client conversations.
- Developing extensive knowledge of the First Trust ETF range.
Must Have
- An undergraduate degree (or highly relevant professional experience)
- Knowledge of financial markets
- The desire to learn new concepts and deepen your existing financial knowledge
- Demonstrable experience in selling successfully
- Experience in a competitive environment – this could be sporting, professional etc.
- Native-level fluency in French
Desired Attributes
- Natural confidence – you should be confident in speaking to clients on the phone, via conference call and when meeting them in person.
- An articulate telephone manner – you must be able to communicate complicated ideas.
- Resilience – you must be able to deal with setbacks and rejection.
- Competitiveness – you must have a natural desire to be the most successful among your peers. A sporting background is preferred, though not required.
- Strong organisational skills – you will be responsible for managing a pipeline of opportunities.
- Experience in lead generation – experience utilising tools such as Sales Navigator would be advantageous.
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