Sales & Customer Facing Jobs

Those working across the considerable range of customer facing roles in financial services are relationship experts. The best of the best in this space knows when to listen and when to speak up, when to persuade, how to guide and above all, the levers to pull to get the optimal result for all stakeholders. With a comprehensive knowledge of the products or business they represent, they all have their own styles of interaction and thrive when operating in a face-to-face environment with customers.

Some are in sales and distribution roles for “off the shelf” financial services products, while others are negotiating sensitive, bespoke, multi-million-dollar deals. Some are involved in scoping out new business while others are the customer touchpoint for a product or service. Still others work face to face with B2C clients offering advice or managing their investment portfolios, while transition managers engineer smooth platform, portfolio or asset change.