Company Overview

A fintech organisation operating in the digital wealth technology sector is seeking a motivated Digital Wealth Management Sales Executive to support its customer acquisition and commercial development activities.

The organisation provides technology-enabled wealth management solutions, digital investment platforms and financial portfolio management tools. Its services are designed to improve access to investment information and support more efficient digital wealth management processes.

Role Summary

The Digital Wealth Management Sales Executive will promote digital wealth technology products to prospective business customers, financial advisers and eligible investment service providers.

The position involves developing commercial relationships, presenting portfolio technology capabilities and identifying opportunities for businesses seeking modern investment management infrastructure.

The successful candidate will possess strong financial services sales knowledge and the ability to explain digital wealth solutions to professional customers.

Key Responsibilities

• Identify prospective customers within the wealth management and investment technology sectors.

• Promote digital portfolio management platforms and wealth technology solutions.

• Develop relationships with financial advisers, wealth management firms and investment service providers.

• Present portfolio monitoring, investment reporting and digital account management capabilities.

• Understand prospective clients’ operational and technology requirements.

• Conduct commercial presentations and product demonstrations.

• Generate new business opportunities through targeted outreach and professional networking.

• Prepare sales proposals and communicate product value propositions.

• Manage customer negotiations and support the commercial onboarding process.

• Maintain relationships with existing customers and identify additional service opportunities.

• Monitor developments in digital wealth management and investment technology.

• Maintain accurate sales records, customer information and revenue forecasts.

• Collaborate with product teams to communicate market feedback and customer expectations.

• Ensure promotional activities follow applicable financial services requirements and approved product communications.

Requirements and Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Banking or Marketing.

• Previous experience in financial services sales, wealth management or fintech business development.

• Understanding of digital investment platforms and portfolio management technology.

• Familiarity with investment reporting, financial account management or wealth administration systems.

• Strong B2B sales and relationship management abilities.

• Ability to explain financial technology products to professional customers.

• Experience with CRM systems and commercial reporting tools.

• Excellent communication, negotiation and presentation skills.

• Strong commercial judgement and customer engagement abilities.

• Understanding of financial services compliance and responsible product promotion.

• Ability to manage sales activities independently in a remote environment.

Benefits

• Fully remote working arrangement within Estonia.

• Exposure to digital wealth management and investment technology.

• Opportunities to develop expertise in financial technology and wealth services.

• Professional development and industry learning opportunities.

• Collaborative environment involving financial and technology professionals.

• Opportunities for career advancement in fintech commercial operations.

Application Instructions

Interested applicants should submit an updated CV outlining their experience in wealth management, financial services sales, investment technology or fintech business development. Candidates should highlight relevant sales achievements, client relationship experience and knowledge of digital financial products.

Are you interested in this position?

Apply by clicking on the “Apply Now” Button below!

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