Description review
Sales Executive, High-Net-Worth Individuals (HNWI) focus
TechBiz Global · Brazil · back to the listing
HR standards
58/100
needs work
Title ↔ description
85/100
strong
Reads as
Sales Representative
100% confident
What this role officially is
commercial sales representative — ESCO, the EU occupation classification
Commercial sales representatives represent a company in selling and providing information on goods and services to businesses and organisations.
Also known as: field sales representative, technical and commercial sales executive, field sales executive, sales and marketing consultant, business development representative, technical and commercial sales representative
How others title the same work
Large employers
- EHR Principal Sales Executive, HCLS US Providers Amazon.com
- Channel Partner Sales Executive Canonical
- Embedded Devices Software Solution Sales Account Manager Canonical
- Embedded Devices Software Solution Sales Manager (APAC) Canonical
- Embedded Devices Software Solution Sales Manager (Americas) Canonical
Startups
- Account Executive (Full Cycle) AviaryAI
- Founding GTM / AEs Balance
- Business Development / Sales Intern Blaze
- Sales Intern Blaze
- Account Executive Blee
What the listing never says
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
- No location or timezone policy stated, so a candidate cannot tell where they may work from. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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.
Highlights
São Paulo
Portuguese (native)
English (fluent)
Originally posted on Himalayas
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.
Highlights
São Paulo
Portuguese (native)
English (fluent)
Originally posted on Himalayas