WealthTech Sales Analyst — Remote Growth & Partnerships

QPLIX

Greater London

Hybrid

GBP 45,000 - 65,000

Full time

2 days ago
Be an early applicant
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Remote Strategic WealthTech Sales & Partnerships Lead
Remote Strategic WealthTech Sales & Partnerships Lead

QPLIX GmbH • Greater London

Hybrid
GBP 60,000 - 90,000
WealthTech Sales Lead & Strategic Partner
WealthTech Sales Lead & Strategic Partner

QPLIX • Greater London

Hybrid
GBP 70,000 - 110,000
Flex work
Home office options
Career development opportunities
+1
WealthTech Sales Leader & Relationship Architect
WealthTech Sales Leader & Relationship Architect

United States Digital Space LLC • Greater London

On-site
GBP 55,000 - 90,000
Flex work & home office options
Competitive salary and benefits
Career development opportunities
Sales Analyst (m/f/d)
Sales Analyst (m/f/d)

QPLIX • Greater London

Hybrid
GBP 45,000 - 65,000
Flex work
Home office
Career development
Wealth Tech Lead — Build & Scale London Team
Wealth Tech Lead — Build & Scale London Team

QPLIX • Greater London

Hybrid
GBP 90,000 - 130,000
Flexible work options
Diverse benefits
Flat hierarchies
London Wealth Tech Lead: Build Teams & Drive Solutions
London Wealth Tech Lead: Build Teams & Drive Solutions

QPLIX GmbH • Greater London

Hybrid
GBP 90,000 - 130,000
Flexible work arrangements
Competitive salary and benefits
Development opportunities
+2
(Senior) Sales Executive (m/f/d)
(Senior) Sales Executive (m/f/d)

QPLIX • Greater London

Hybrid
GBP 70,000 - 110,000
Flex work
Home office options
Career development opportunities
+1
Sales Lead UK (m/f/d)
Sales Lead UK (m/f/d)

QPLIX GmbH • Greater London

Hybrid
GBP 70,000 - 90,000
Flex work & home office options
Competitive salary
Education/development budget
+2
(Senior) Sales Executive (m/f/d)
(Senior) Sales Executive (m/f/d)

QPLIX GmbH • Greater London

Hybrid
GBP 60,000 - 90,000
Business Lead (m/f/d) | Wealth Tech
Business Lead (m/f/d) | Wealth Tech

QPLIX • Greater London

Hybrid
GBP 90,000 - 130,000
Flexible work options
Diverse benefits
Flat hierarchies