The Ultima World is a global innovative company providing financial services to private and corporate Clients. We use our unique extensive expertise and capabilities to open up new kinds of investment opportunities for our customers. Our aim is to offer an outstanding service and help our customers achieve their goals.
Responsibilities
- Build and maintain strong relationships with existing clients, ensuring a high level of client satisfaction and retention
- Proactively identify opportunities to upsell and cross-sell our products and services to existing clients
- Lead client meetings, presentations, and negotiations to achieve sales targets and revenue goals
- Collaborate with internal teams, such as sales, marketing, and product development, to ensure client needs are met and exceeded
- Stay up-to-date with industry trends, market conditions, and competitor activities to identify new business opportunities
- Develop and implement strategic account plans to maximize client value and profitability
- Prepare and deliver reports and presentations on client performance and progress to senior management
- Stay informed about regulatory requirements and ensure compliance in all client interactions and activities
- Provide exceptional customer service and support, handling inquiries, resolving issues, and managing client expectations
Requirements
- Bachelor's degree in business, finance, or a related field
- Proven experience as a Relationship Manager or similar role in the financial services industry
- Strong network of contacts within the industry and demonstrated ability to build and maintain client relationships
- Excellent communication and interpersonal skills
- Ability to understand and analyze complex financial products and market conditions
- Strong negotiation and presentation skills
- Self-motivated and target-driven with a proven ability to achieve sales targets
- Ability to work independently and collaboratively in a fast-paced, deadline-driven environment
- Good understanding of regulatory requirements and compliance in the financial services industry
- Proficient in using CRM software and other relevant sales tools
- Flexibility to travel for client meetings and industry events as required
Benefits
- You will have the opportunity to contribute directly to the growth and success of our company, taking an active role in shaping its future
- Our competitive salary packages are designed to attract and retain top talent, ensuring that you are rewarded fairly for your hard work and dedication
- Join our supportive work environment, where you will be part of an diverse and inclusive international team that values open communication and collaboration
- As part of our commitment to your professional growth, you will have access to a wide range of conferences, events, and resources that will enhance your skills and expand your network
