Sales Executive, High-Net-Worth Individuals (HNWI) focus

TechBiz Global · Brazil · posted 689mo ago

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About this role

At TechBiz Global, we are providing recruitment service to our TOP clients from our portfolio. We are currently looking for a skilled Sales executive to join one of our clients' teams. We are seeking a candidate with strong experience in financial services, wealth management, or fintech sales to build and grow the client base among HNWI and ultra-HNWI investors in São Paulo. The role involves business development, client relationship management, and execution of high-touch sales strategies to introduce client’s proprietary algorithmic trading models as premium investment solutions.

Key Responsibilities

Develop and execute a sales strategy to acquire and manage HNWI clients, family offices, and boutique wealth managers in São Paulo and broader Brazil.
Promote client’s AI-driven algorithmic trading products as differentiated solutions for portfolio diversification, alpha generation, and risk management.
Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and retention.
Conduct client presentations, portfolio demonstrations, and educational sessions to articulate the value of algorithmic trading.
Collaborate with the marketing and product teams to customize offerings and improve client acquisition campaigns.
Stay informed on local financial regulations, market trends, and competitive landscape to identify opportunities.
Manage the end-to-end sales cycle, from lead generation to onboarding and after-sales client support.
Meet and exceed quarterly revenue and client acquisition targets.

Requirements

Bachelor’s degree in Business, Finance, Economics, or related field (MBA/CFA a plus).
5+ years of experience in sales within private banking, wealth management, asset management, or fintech.
Strong network and relationships with HNWI / family offices / investment advisors in São Paulo.
Proven track record of meeting or exceeding sales targets in high-value financial products.
Excellent presentation, negotiation, and relationship management skills.
Knowledge of algorithmic trading, hedge funds, structured products, or alternative investments strongly preferred.
Bilingual: Portuguese (native) and English (fluent). Spanish is a plus.