Position Summary
As a subject matter expert in Wealth Management Workflows & sales activities, you will work with Account Managers and other internal partners focusing on all sales (new, cross-sells, up-sells) for the Wealth proposition in ASEAN with both existing and new customers. You will lead on deals aligned to the Wealth proposition and serve accounts within the ASEAN market. The role works in close partnership with internal partners to proactively drive gross sales and revenue.
Role Responsibilities
- Structure, negotiate and close deals
- Proactively identify pipeline opportunities
- Implement the sales strategy for the Wealth proposition within the market
- Assist internal partners to develop and refine the sales strategy for the Wealth proposition.
- Provide insights and share Refinitiv thought leadership on the Wealth proposition with customers
- Deliver customer demonstrations on the Wealth proposition
Qualifications and Experience Required
- Deep market understanding including a) expert understanding of financial markets b) knowledge of the Wealth Advisory, Private Banking & investment markets, and c) a strong understanding of customers' business model workflow
- World class selling skills (identify, develop, & articulate proposition / consultative selling) as a “hunter”
- Strong sales “closer” / Proven track record in a quota bearing sales environment
- Become a Product and Workflow Expert in Wealth Proposition Products, in particular those related to digital solutions
- Experience of implementing complex software/trading solutions would be an advantage
- Creative thinker and good sales ideation skills
- Presentation skills (verbal & written)
- Strong interpersonal skills
- Ability to organize and execute a sales plan
- Experience in using CRM systems for activity logging and sales forecasting.
- Executive presence / experience selling to C- level executives
