Related skills
crm data analytics salesforce microsoft office portuguese📋 Description
- Partner with External Relationship Managers to grow advisor relationships and AUM.
- Provide outbound sales support to drive meetings with allocators.
- Manage territory with pipeline data analytics for targeted marketing.
- Follow up with prospective and existing advisors/clients.
- Maintain CRM notes and daily activity with Relationship Managers.
- Explain complex alternative investments clearly to clients.
🎯 Requirements
- 2+ years of sales with financial advisors.
- Fluency in Portuguese.
- Knowledge of international Wealth Management.
- Understanding of financial markets and alternative assets.
- Strong communication and gravitas to position KKR.
- CRM (Salesforce) and Microsoft Office proficiency.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Sales Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!