Sales Specialist, Wealth Workflows

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge?

At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change.

Position Summary

As a subject matter expert in Wealth Management Workflows & sales activities, you will work with Account Managers and other internal partners focusing on all sales (new, cross-sells, up-sells) for the Wealth proposition in ASEAN with both existing and new customers. You will lead on deals aligned to the Wealth proposition and serve accounts within the ASEAN market. The role works in close partnership with internal partners to proactively drive gross sales and revenue.

Role Responsibilities

• Structure, negotiate and close deals
• Proactively identify pipeline opportunities
• Implement the sales strategy for the Wealth proposition within the market
• Assist internal partners to develop and refine the sales strategy for the Wealth proposition.
• Provide insights and share Refinitiv thought leadership on the Wealth proposition with customers
• Deliver customer demonstrations on the Wealth proposition
  
  

Qualifications And Experience Required

• Deep market understanding including a) expert understanding of financial markets b) knowledge of the Wealth Advisory, Private Banking & investment markets, and c) a strong understanding of customers' business model workflow
• World class selling skills (identify, develop, & articulate proposition / consultative selling) as a “hunter”
• Strong sales “closer” / Proven track record in a quota bearing sales environment
• Become a Product and Workflow Expert in Wealth Proposition Products, in particular those related to digital solutions
• Experience of implementing complex software/trading solutions would be an advantage
• Creative thinker and good sales ideation skills
• Presentation skills (verbal & written)
• Strong interpersonal skills
• Ability to organize and execute a sales plan
• Experience in using CRM systems for activity logging and sales forecasting.
• Executive presence / experience selling to C- level executives
• Over 5 years of industry, sales or market experience
  
  

People are at the heart of what we do and drive the success of our business. Our colleagues thrive personally and expertly through our shared values of Integrity, Partnership, Change and Excellence, which are at the core of our culture. We embrace diversity and actively seek to attract people with unique backgrounds and perspectives. We are always looking at ways to become more agile, so we meet the needs of our teams and customers. We believe that an inclusive collaborative workplace is pivotal to our success and supports the potential and growth of all colleagues at LSEG.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

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