WealthTech Sales Analyst — Remote Growth & Partnerships

QPLIX; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flex work

Home office

Career development

Job summary

QPLIX seeks an Analyst Sales & Relationship Management to support our WealthTech platform across the UK and Europe. You will work with Sales & Relationship Managers to develop market strategies, position tailor-made solutions, and help grow a client portfolio including family offices, financial institutions and pension funds.

Your mission includes lead generation, persuasive presentations, RFP handling, and developing partner relationships.

Qualifications

• University degree in Business Administration / Economics / Finance / Accounting / Business Informatics or equivalent
• Hands-on experience in sales or sales-related activities in wealth management, auditing or financial sector
• Good knowledge of asset categories and financial markets
• Strong communication skills and a structured, driven work approach
• Business fluent in English

Responsibilities

• Providing support with lead generation and lead conversion
• Convincing pitch presentations for prospect clients with our Sales & Relationship Managers
• Analysis and handling of RFPs
• Targeted contact with potential new customers
• Developing and maintaining of relationships with partners
• Screening of target markets with regard to market strategies
• Participating in relevant events within the finance and FinTech scene

Skills

Sales experience

Relationship management

English fluency

Education

University degree in Business Administration / Economics / Finance / Accounting / Business Informatics

Job description

QPLIX seeks an Analyst Sales & Relationship Management to support our WealthTech platform across the UK and Europe. You will work with Sales & Relationship Managers to develop market strategies, position tailor-made solutions, and help grow a client portfolio including family offices, financial institutions and pension funds.

Your mission includes lead generation, persuasive presentations, RFP handling, and developing partner relationships.