Sales Specialist, Wealth Workflows

1 week ago

Singapore LSEG (London Stock Exchange Group) Full time

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge?

At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change.

Position Summary

Role Responsibilities- Structure, negotiate and close deals- Proactively identify pipeline opportunities- Implement the sales strategy for the Wealth proposition within the market- Assist internal partners to develop and refine the sales strategy for the Wealth proposition.- Provide insights and share Refinitiv thought leadership on the Wealth proposition with customers- Deliver customer demonstrations on the Wealth proposition

Qualifications and Experience Required- Deep market understanding including a) expert understanding of financial markets b) knowledge of the Wealth Advisory, Private Banking & investment markets, and c) a strong understanding of customers' business model workflow- World class selling skills (identify, develop, & articulate proposition / consultative selling) as a “hunter”- Strong sales “closer” / Proven track record in a quota bearing sales environment- Become a Product and Workflow Expert in Wealth Proposition Products, in particular those related to digital solutions- Experience of implementing complex software/trading solutions would be an advantage- Creative thinker and good sales ideation skills- Presentation skills (verbal & written)- Strong interpersonal skills- Ability to organize and execute a sales plan- Experience in using CRM systems for activity logging and sales forecasting.- Executive presence / experience selling to C- level executives- Over 5 years of industry, sales or market experience

People are at the heart of what we do and drive the success of our business. Our colleagues thrive personally and expertly through our shared values of Integrity, Partnership, Change and Excellence, which are at the core of our culture. We embrace diversity and actively seek to attract people with unique backgrounds and perspectives. We are always looking at ways to become more agile, so we meet the needs of our teams and customers. We believe that an inclusive collaborative workplace is pivotal to our success and supports the potential and growth of all colleagues at LSEG.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Please take a moment to read this

privacy notice

carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained,

.

  • Sales Specialist, Wealth Workflows

    6 days ago

    Singapore London Stock Exchange Group Full time

    Sales Specialist, Wealth Workflows **Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge?** At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. **Position Summary** **Role...

  • Sales Specialist, Wealth Workflows

    1 week ago

    Singapore London Stock Exchange Group Full time

    **Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge?** At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. **Position Summary** **Role Responsibilities** - Structure, negotiate and...

  • Wealth Management Specialist

    6 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Wealth Accumulation Specialist

    7 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    About UsAPEX WEALTH MANAGEMENT LLP is a dynamic and innovative financial services company dedicated to helping individuals achieve their long-term financial goals. We pride ourselves on our commitment to excellence and our passion for delivering exceptional client experiences.Job Description:As a Wealth Accumulation Specialist, you will play a key role in...

  • Wealth Advisor

    6 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou will participate in wealth management, sales and marketing activities, and receiving training wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help...

  • Wealth Advisory Intern

    6 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesAs a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...

  • Wealth Manager

    2 weeks ago

    Singapore VASTUS WEALTH PTE. LTD. Full time

    Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

  • Buyside Workflow Sales Specialist, Sea

    24 hours ago

    Singapore FactSet Research Systems Full time

    Buy-side Middle Office Sales This role reflects FactSet’s conviction in approaching our clients with a good understanding of their business models and workflows to accelerate our own growth with those in the middle office making and supporting investment decisions. In this role, the individual will be partnering with Generalist Sales, Client Services,...

  • Wealth Management Trainee

    7 days ago

    Singapore WEALTH ASIA LLP Full time

    About the RoleWe are seeking a talented and ambitious individual to join our sales team as a Wealth Management Trainee. In this role, you will participate in sales and marketing activities, and receive comprehensive training on sales and wealth management techniques in the financial services sector.You will be working closely with our experienced sales team...

  • Wealth Manager

    3 days ago

    Singapore Vastus Wealth Pte Ltd Full time

    As **Wealth Manager **your role is to: - Maintain and manage internal leads/referrals coming from the community - Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions - Maintain superior relationships by responding timely and accurately with our community to ensure a...

  • Wealth Specialist

    7 days ago

    Singapore Hays Full time

    Hays SingaporePosted 3 hours ago In-Office Permanent Negotiable Looking for a Wealth specialist with expertise in both investment advisory and treasury specialist experience. **Your new company** Our client is one of the largest bank globally with a strong reputation as a trusted financial institution to the public. They are looking for a Wealth...

  • Affluent Client Specialist

    7 days ago

    Singapore WEALTH ASIA LLP Full time

    Affluent Client Specialist:Wealth Asia LLP is seeking a highly skilled and motivated Affluent Client Specialist to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial goals and develop comprehensive wealth management plans tailored to their needs.Key...

  • Career Opportunities in Wealth Management

    7 days ago

    Singapore WEALTH ASIA LLP Full time

    About Wealth Asia LLPWe are a leading financial services company that provides internship programmes for students in wealth, financial services, and sales management.

  • Wealth Management Consultant

    3 days ago

    Singapore WEALTH ASIA LLP Part time

    Company OverviewWealth Asia LLP is a dynamic and progressive wealth management firm dedicated to delivering exceptional financial advisory services to our clients. Our team of experts provides tailored solutions to help individuals and businesses achieve their financial goals.We are currently seeking a highly motivated and detail-oriented Business...

  • Wealth Advisory Specialist

    2 weeks ago

    Singapore DBS Bank Limited Full time

    Company OverviewDBS Bank Limited is a leading wealth management platform in Singapore, catering to the diverse requirements of affluent clientele. Our comprehensive offerings provide clients with a seamless banking experience, complemented by an extensive array of wealth management solutions.Job DescriptionAs a Treasures Relationship Manager, your goal is to...

  • Wealth Management Associate

    2 weeks ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    **Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...

  • Wealth Manager

    2 weeks ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    2 weeks ago

    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Management Associate

    4 days ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...

  • Ai Workflow Specialist

    4 days ago

    Singapore The Swim Starter Full time

    Company The Swim Starter Designation AI Workflow Specialist Date Listed 13 Feb 2025 Job Type Entry Level / Junior Executive - Free/ProjIntern/TS Job Period Immediate Start, For At Least 3 Months Profession IT / Information Technology Industry Early Childhood Care and Education Location Name Ubi Road 1, Oxley BizHub 2, Singapore - Work from...