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Investment Consultant / Internal Wholesaler - Latin America & US Offshore
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- Description Overview: The Investment Consultant - Latin America and US Offshore is responsible for building and maintaining business relationships with US-based financial advisers who provide service to non-resident clients.
- As an internal wholesaler, the Investment Consultant (IC) will work closely with external wholesalers to proactively market and solicit the firm’s cross-border fund offering to the Offshore broker-dealer and bank segments based in the US. The IC’s primary assigned territory is US-based Offshore advisors; however, the IC might periodically support inbound phone and email inquiries received directly from financial intermediaries based in Central and South America.
- This position is based in Miami, FL. What you will do: •Build strong knowledge of the international financial adviser base to partner with external wholesalers to execute the sales strategy for the US Offshore territory, and achieve and exceed established sales goals.
- Become versed in Natixis' cross-border funds and their competitive positioning to proactively call financial advisers and educate, motivate, train and convey sales and product ideas to them.
- Refer leads to Natixis US domestic Sales Desk to facilitate cross-sales when appropriate.
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