Our Internal Consulting Group, located in Newark, NJ, is currently seeking a highly motivated Investment Consultant to serve as an integral part of an elite team of investment professionals. The team is responsible for the development and management of lasting relationships with Financial Intermediaries and Institutions. The Investment Consultant will part of a larger team to cover the Latam market and contribute to the overall team-based sales effort.

Primary Responsibilities

  • Grow existing client base and Global X product usage through a consultative phone-based approach
  • Develop and execute a thoughtful territory business plan
  • Identify and pursue new business opportunities through prospecting, cultivating lead lists, and follow up activities
  • Exceed client focused activity standards which include calls, emails and web-based presentations
  • Demonstrate proficiency in crucial disciplines including product knowledge, industry trends, portfolio construction and capital markets.
  • Partner with colleagues across the firm to deliver an exceptional client experience

Desired Skills and Experience

  • Fluent in Spanish is required
  • BA/BS degree required, emphasis on finance or economics preferred
  • Able to identify and anticipate client needs and make recommendations for implementation
  • Enthusiastic team player and self-starter with ability to prioritize and work in a fast-paced entrepreneurial environment.
  • Coachable; able to incorporate feedback into performance
  • Exceptional verbal and written communication skills
  • Results oriented
  • Technologically proficient and knowledgeable
  • Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities
  • Able to develop strong working relationships with colleagues, teams, and clients
  • 1-3 years of financial industry or sales experience in a business development capacity with a financial services firm is a plus
  • Licenses: Series 7 and 63/66 are not required at the time of hire, but preferred.

Source: for more information click here.

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