Sales Associate - Investment Products (Work Anywhere)
Full-time
WHR Global Consulting
POSITION TITLE: Sales Associate
DEPARTMENT: Investment
WORK LOCATION: Makati
WORK SETUP: Remote/In-Office Policy (Work from Anywhere)
ROLE TYPE: Commission-Based
Job Description
We are seeking dynamic and client-focused Sales Associates to promote and grow our platform investment products. The role focuses on helping clients access professionally managed investment strategies while building long-term client relationships and growing Assets Under Management (AUM).
This role is ideal for individuals who want to build a career in financial services with strong earning potential through performance-based incentives.
Key responsibilities
- Prospect and acquire new clients, expanding the client base.
- Conduct engaging investment presentations and personalized client consultations to explain product features and benefits.
- Facilitate smooth onboarding processes, including account opening and documentation.
- Perform client risk profiling and suitability assessments to recommend appropriate investment strategies.
- Foster long-term relationships with clients through regular communication, portfolio updates, and personalized support.
- Monitor and manage client portfolios to encourage retention and growth of Assets Under Management (AUM).
- Achieve and exceed monthly and quarterly sales targets and AUM growth objectives.
- Ensure all sales activities comply with regulatory standards and company policies.
- Stay informed about product offerings, market trends, and regulatory changes to provide accurate advice.
- Collaborate with internal teams to streamline client onboarding and service processes.
Qualifications
- Bachelor's degree in Business, Finance, or related field preferred.
- Proven sales or client relationship experience is advantageous.
- Strong interpersonal, communication, and presentation skills.
- Results-driven with a proactive and self-motivated attitude.
- Genuine interest in financial markets and investment products.
- Willingness to undergo comprehensive product and compliance training.
- Ability to work independently and as part of a team.
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Sales Associate - Investment Products (Work Anywhere) in Makati vacancy
- ...Job Title : Sales Manager Department : Investment Job Level : Level 4-A Location : Makati Role Type : Commission-Based... ...Manager will recruit, train, and supervise Sales Associates while driving overall team production and maintaining personal sales performance....
- ...Job Responsibilities: Identify and assess investment and M&A opportunities across renewable energy projects and platforms. Build... ...modeling, valuation, and project finance structures. Experience working in financial advisory firms or banks is highly preferred....
- ...The Product Associate (or PA) is responsible for ensuring all data to be used in creating the management reports related to Company's Products... ...manuals, process flow, NDAs, and other related documents. Work with internal teams and member/participants to gather...
- ...POSITION TITLE: Investment Analyst WORK LOCATION: 3x a week at Ayala Alabang (Head Office) and 2x a week at Makati Sales Office WORK SETUP : Full-Time, Onsite SALARY: PHP 25,000 The successful candidate will support senior investment professionals in conducting...
695 Php per day
...Job Description A Sales Associate assists customers by helping them find products, answering questions, and providing friendly service. They handle sales transactions... ...client companies and customers. Ability to work under pressure and devise sales strategies. Please...695 Php per day
...Responsibilities: Assist customers and recommend products Handle sales transactions (POS/cash) Maintain store cleanliness and display... ...communication and customer service skills Willing to be trained and work flexible hours Salary: ~ Minimum Rate: ₱695/day + OT...- ...over 20 years in industry. Position: Sales Representative Industry: IT Company... ...Schedule: Monday – Friday (Dayshift) Work Set up: HYBRID (2 days onsite/office and... ...requirements for both payment solutions and IT products. Assess client pain points related to...
- ...point. We're looking for a detail-driven Investments Support Officer who thrives on... ...professional service, you'll fit right in. Work Setup: Hybrid in Makati (2x a week onsite... ...manner Skills & Experience Product Knowledge Comfortable with MS Excel and...
- ...Assist customers with product selection and inquiries. Process transactions accurately... ...Collaborate with team members to meet sales targets. Provide excellent customer service... ...a positive shopping experience. Working Conditions: Retail environment with potential...
- ...Raffle Promotion campaigns. The ideal candidate possesses strong project management and operational skills, experience working with digital products or promotional campaigns, and a thorough understanding of regulatory requirements related to raffle promotions,...
- ...Assist in managing inventory and ensuring product displays are appealing and organized. Support team efforts in achieving sales targets and enhancing customer satisfaction.... ...Traits: Attention to detail and ability to work well in a team Responsibilities and Duties...
- ...conversation, and actively listening to understand their needs. Product Knowledge: ~ Maintaining a strong understanding of products... ...customer questions and make informed recommendations. Sales Generation: ~ Guiding customers through the sales process,...
- ...promote, market and to conduct diagnostic products demonstration/presentation to clients and... ...for the realistic assessment, and sales forecast in formulating an effective sales... ...interpersonal & communication skills. • Can work under pressure with minimal supervision....
- ...Sales Associate is working closely with customers to determine their needs, answer their questions about your products and recommend the right solutions. You should also be able to promptly resolve customer complaints and ensure maximum client satisfaction. Ultimately...
- ...English language understanding and communication ~ A person who can get a good level of success from phone follow up ~ Able to work autonomously and meet timelines required to close transactions Responsibilities Funding Advisory including to structure the...
- ...regularly monitoring pending accounts to support sales objectives 3. Maintain a strong knowledge of all loan products and their requirements. 4. Deliver excellent... ...oriented and technology-inclined, organized, and can work in a fast-paced environment. # Can communicate...
- ...Assist customers in selecting and purchasing products that meet their needs. Maintain up-to-... ...Collaborate with team members to achieve sales targets and enhance customer experience.... ...and Competencies: Teamwork, Strong Work Ethic, Attention to Detail, Problem Solving...
- ...determine their needs and provide assistance in selecting products. Maintain knowledge of current sales trends and promotions to effectively market products.... ...attitude Responsibilities and Duties: Able to work flexible hours, including weekends and holidays Working...
- ...As a Sales Associate, you will be responsible for providing excellent customer service and assisting customers in finding the right products. Engage with customers to understand their needs Provide... ...skills Ability to work in a team Previous retail experience...
- ...with customers to provide information about products and services. Assist customers in... ...their needs and preferences. Process sales transactions accurately and efficiently.... ...Customer-focused with a positive attitude Working Conditions: Ability to work flexible hours...
- ...Assist customers in finding and purchasing products. Provide exceptional customer service... ...: 1-3 years of experience in retail sales preferred. Skills and Competencies: Excellent... ..., and customer-focused attitude. Working Conditions: Stand for long periods and work...
- ...and maintain client relationships to drive sales growth. Identify new business opportunities and generate leads. Conduct product presentations and demonstrations.... ...clients, present products, and close sales. Working Conditions: Office environment with occasional...
- ...customers to understand their needs and provide suitable product recommendations. Process sales transactions efficiently while maintaining accuracy.... ...focused attitude Responsibilities and Duties: Ability to work in a fast-paced environment Working Conditions:...
- ...Description Responsible for the proper accounting of investment transactions, reconciliation of investment schedules, verification/validation of investment valuation and compliance to investment guidelines. This role will also be responsible for the preparation of the...
- ...customer service and assist customers with product selection. Maintain store displays... ...merchandise is well-organized. Process sales transactions accurately and efficiently.... ...required. Experience Level: Related work experience will be an advantage, fresh...
- ...Responsibilities Assist customers with product inquiries and provide excellent customer... ...Promote and recommend products to meet sales targets Maintain proper merchandise display... ...and presentable Flexible and willing to work in different store locations...
- ...Description As a Sales Associate, you will be responsible for assisting customers, managing sales... ...a high level of customer satisfaction; products that will be handling: Shoes, High-end... ...Excellent communication skills. Ability to work in a fast-paced environment....
- ...Description Assist customers in selecting and purchasing products Maintain a clean and organized sales floor Handle cash transactions accurately... ...Traits: Positive attitude and willingness to learn Working Conditions: Ability to work flexible hours, including...
- ...Job Description Attending initial sales meetings and meeting the clients. Determining... ...'s business requirements and whether the products being considered are suitable. Decide... ...and client visits. Able to to work independently and meet sales targets....
- ...and find where you fit best. SALES POSITIONS (MASS HIRING) ●... ...CONSULTANT/FASHION ADVISER ● SALES ASSOCIATE / SALES CLERK / SALES... ...walk-in customers Recommend products and upsell based on client need... ...-paced retail setting Must work onsite in preferred location...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Associate - Investment Products (Work Anywhere). Be the first to apply!
