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Sales Manager Financial Assets

Sales Manager Financial Assets

United Investments PortugalLisbon, Lisbon, Portugal
Há 4 dias
Descrição da vaga

MISSION :

Promote and divulge the investment funds of the PIC funds. As a member of the Real Estate team, you will be primarily responsible lead generation of investors for financial investment products. It is expected that you will frequently attend both internal and external meetings and liaise with prospective and current investors. To excel in this role, it is important for you to be a proactive communicator, have strong organizational skills and a detail-oriented and client-focused mindset.

Responsibilities :

  • Lead the promotion of PIC fund, generate direct leads and work with third-party lead generation companies.
  • Assist in the onboarding process of investors.
  • Maintain and update the investor database and track investor interactions and follow-ups.
  • Assist in the coordination of fundraising events and roadshows.
  • Respond to investor inquiries (via email, phone, or meetings) and maintain regular communication with prospective investors.
  • Seak partners and maintain business relationships with partners to generate leads.

Key Requirements :

  • University degree in Business Administration, Political Science, International Relations or related field.
  • Up to 2 years of professional experience as investor relations for asset management, private equity or banking sectors (preferred).
  • Strong communication skills (written and verbal) in Portuguese and English (other languages are a plus).
  • Knowledge of financial products and basic understanding of private equity and the Portuguese regulatory framework.
  • Detail-oriented and client-focused with strong organizational skills.
  • Intermediate proficiency in MS Excel and PowerPoint.
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    Sales Manager • Lisbon, Lisbon, Portugal