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Proposition Sales Specialist - Wealth Managment

  • Location


  • Sector:

    Financial Services and Banking

  • Contact:

    Ken Zhang

  • Contact email:

  • Salary high:


  • Salary low:


  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


Proposition Sales Specialist - Wealth 

Well known Global Financial Data/Solution Provider


Based in Shenzhen, reporting to Proposition Sales Director

Position Summary

As a subject matter expert to pre-sales and pursuit activities, you will act in of support Account Managers and Solution Sales focusing on all sales (new, cross-sells, up-sells) for the Wealth Management proposition in a given territory with existing customers. You will lead on deals aligned to specific propositions and serve accounts within a defined territory. The role works in close partnership with internal stakeholders to proactively drive gross sales and revenue.


Role Responsibilities

  • Structure, negotiate and close deals
  • Proactively identify pipeline opportunities
  • Develop the sales strategy for their proposition within their territory
  • Deliver customer demonstrations on their specific propositions
  • Provide insights and share Company thought leadership on their proposition with customers


Qualifications and Experience Required

  • Deep market understanding including a) expert understanding of financial markets b) knowledge of relevant markets c) strong understanding of customers' business model workflow
  • World class selling skills (identify, develop, & articulate proposition/ consultative selling) as a “hunter”
  • Strong sales ‘closer’
  • Become a Product and Workflow Expert in Proposition Products, including but not limited to:
    • Digital Wealth
    • Wealth Advisor
    • Portfolio Management
    • Market Analyst
  • Creative thinker and good sales ideation skills
  • Presentation skills (verbal & written)
  • Strong interpersonal skills
  • Ability to organize and execute a sales plan
  • Executive presence
  • Over 3 years of industry, sales or market experience
  • Proven track record in a quota bearing sales environment
  • Experience selling to C- level executives