Sales & Marketing Associate

Roles & Responsibilities

Job Summary

Support the sales and marketing team in promoting financial services, products, or solutions to clients, and contribute to the development and execution of sales and marketing strategies.

Key Responsibilities

1. Sales Support : Assist sales team in researching potential clients and preparing sales materials

2. Marketing Assistance : Help develop and implement marketing campaigns and create marketing materials

3. Data Analysis : Analyze sales data and market trends to inform sales and marketing strategies.

4. Client Communication : Assist in responding to client inquiries and providing exceptional customer service.

5. Project Coordination : Coordinate projects, such as events to promote financial services and products.

Tell employers what skills you have

Wealth Management

Sales

Customer Experience

Interpersonal Skills

Investments

Relationship Management

Wealth

Marketing

Financial Advisory

Financial Services