Sales Executive, High-Net-Worth Individuals

1 semana atrás

São Paulo, São Paulo, Brasil TechBiz Global GmbH Tempo inteiro US$80.000 - US$120.000 por ano

At TechBiz Global, we are providing recruitment service to our TOP clients from our portfolio. We are currently looking for a skilled Sales executive to join one of our clients' teams. We are seeking a candidate with strong experience in financial services, wealth management, or fintech sales to build and grow the client base among HNWI and ultra-HNWI investors in São Paulo. The role involves business development, client relationship management, and execution of high-touch sales strategies to introduce client's proprietary algorithmic trading models as premium investment solutions.

Key Responsibilities

  • Develop and execute a sales strategy to acquire and manage HNWI clients, family offices, and boutique wealth managers in São Paulo and broader Brazil.

  • Promote client's AI-driven algorithmic trading products as differentiated solutions for portfolio diversification, alpha generation, and risk management.

  • Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and retention.

  • Conduct client presentations, portfolio demonstrations, and educational sessions to articulate the value of algorithmic trading.

  • Collaborate with the marketing and product teams to customize offerings and improve client acquisition campaigns.

  • Stay informed on local financial regulations, market trends, and competitive landscape to identify opportunities.

  • Manage the end-to-end sales cycle, from lead generation to onboarding and after-sales client support.

  • Meet and exceed quarterly revenue and client acquisition targets.

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