Institutional Sales
Join a dynamic team of accomplished investment professionals at a prestigious New York-based investment bank. Our focus encompasses a wide array of financial products, including PIPES, registered directs, Reg D offerings, secondaries, and IPOs.
My client’s firm specializes in China-based US-listed public companies and is dedicated to fostering the growth and development of every team member, both professionally and personally. We are seeking ambitious and energetic individuals who thrive in a collaborative environment.
The ideal candidate for our institutional sales role is a proactive team player with a knack for generating over-the-phone sales through cold calling. Successful candidates typically possess experience in selling financial products, particularly stocks and private placements.
Position: Institutional Sales Representative (Full-Time)
Responsibilities:
- Engage prospective investors through cold calling and innovative outreach strategies
- Present and promote investment banking products to institutions and accredited investors
- Cultivate and nurture positive client and investor relationships
- Attain clearly defined fundraising objectives
- Enjoy flexible working hours
Requirements:
- Exceptional phone presentation skills
- Prior experience in cold-calling and over-the-phone sales is essential
- Minimum of 3 years’ experience in selling financial products
- Ability to thrive in high-pressure situations
- Series 7/63 certification preferred