Sales Executive Wealth - Vanguard Investments Mexico
The Sales Executive will identify and develop new business opportunities for Vanguard Investments Mexico in the Mexican Retail / Wealth Management market.
Duties and Responsibilities:
- Achieves sales and retention goals within the spirit of Vanguard Investments Mexico's Code of Ethics.
- Develops a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
- Effectively presents Vanguard's investment capabilities and services to prospects, clients, consultants, and industry organizations through written, verbal and electronic media.
- Develops, maintains and broadens relationships in Mexico by thoroughly understanding the philosophy and dynamics of prospects and clients (investment philosophy, client base, product preference, etc.) and acts as a trusted advisor/consultant in matching needs with Vanguard products and services.
- Educates advisors on the benefits of Vanguard and our product offerings.
- Raises awareness of Vanguard's investment capabilities and services through face-to-face meetings, phone and video calls, targeted mailings and emails, hosting seminars, and attendance at industry conferences.
- Implements long term relationship growth strategies for key Mexican prospects and clients.
- Develops knowledge of regulatory environment and ensures that Vanguard Investments Mexico operates in compliance with Mexican regulations.
- Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a trusted advisor to prospects and clients, and positions Vanguard products and services effectively.
- Works well in a team environment with assigned sales support staff and other crew members, including crew in shared services functions in the U.S. and other international locations.
- Reports sales activities to support Vanguard Unmatchable Excellence (VUE) programs.
- Provides leadership and guidance to sales support staff to achieve highest levels of performance.
- Supports corporate initiatives and actively participates in programs as appropriate.
- Leads/Participates in special projects and performs other duties as assigned.
- Undergraduate degree or equivalent combination of training and experience. Masters degree and/or Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA), preferred.
- Five to Eight years financial services experience with at least three years in a senior level client or prospect relationship role, or investment management role. Three to five years of successful sales experience preferred.
- Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations.
- Proven ability to successfully develop strong working relationships with executive management in the prospect/client organization and internally.
- Extensive knowledge of investment products including ETFs and/or portfolio management, preferred.
- Strong knowledge of the asset management industry and distribution channels, preferred.
- Sound investments knowledge and a passion for the capital markets, preferred.
- Excellent executive presence, poise and presentation skills.
- Excellent verbal and written communication skills.
- Verbal and written Spanish and English proficiency required.
- Strong leadership and personnel development skills.
- Working knowledge of all Microsoft Office software.
Some travel required.
Applicants must be authorized to work in Mexico. Vanguard Investments Mexico is not offering visa sponsorship for this position.
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