Sales Associate - Wealth Management
Pacificacontinental, Stamford, Connecticut, United States, 06925
Location: Stamford, CT, United States (100% On‑Site)
Pacifica Continental is a global recruitment firm specializing in financial services and investment banking. We are dedicated to matching top talent with leading companies, offering deep expertise and insights across the financial industry. Currently, we are supporting a prestigious global investment banking firm, a leader in providing comprehensive financial solutions, as they expand their Wealth Management division.
Client Overview Our client is a renowned global investment banking firm with a rich history of providing strategic insights, expertise, and execution across equities, fixed income, foreign exchange, and asset management services. With a presence across the Americas, Europe, and Asia, the firm serves investors, companies, and governments, offering a wide range of investment banking, sales, trading, and research services. The firm is recognized for its deep sector expertise, commitment to innovation, and emphasis on maintaining strong client relationships.
Position Overview As a Sales Associate in our Wealth Management division, you will support Account Executives in delivering exceptional service to clients. This is an exciting opportunity to be part of a high‑performing, dynamic team, where you’ll contribute to the growth of our wealth management business and develop your career in the financial services industry.
Key Responsibilities
Assist in facilitating trades and ensuring seamless execution
Respond to client inquiries and provide market insights
Build and maintain strong relationships with clients, identifying opportunities for service and growth
Conduct client outreach and support business development
Prepare client presentations and materials
Support day‑to‑day operations, client service, and Account Executive activities
Perform general administrative tasks, including managing correspondence, filing, and processing forms
Continuously learn about financial products to better assist the team and clients
Required Qualifications
2-5 years of industry experience
Securities Industry Essentials (SIE) Exam
Series 7, 63, and 65 or 66 licenses
Strong client relationship and communication skills
Proficiency with Microsoft Word, Excel, PowerPoint, and Internet research
Desired Qualifications
Experience with financial platforms such as Fidessa, Pershing, and Addepar
Bilingual in Portuguese is a plus
Join us and be part of a team that values innovation, creativity, and diverse perspectives to shape the future of wealth management.
#J-18808-Ljbffr
Client Overview Our client is a renowned global investment banking firm with a rich history of providing strategic insights, expertise, and execution across equities, fixed income, foreign exchange, and asset management services. With a presence across the Americas, Europe, and Asia, the firm serves investors, companies, and governments, offering a wide range of investment banking, sales, trading, and research services. The firm is recognized for its deep sector expertise, commitment to innovation, and emphasis on maintaining strong client relationships.
Position Overview As a Sales Associate in our Wealth Management division, you will support Account Executives in delivering exceptional service to clients. This is an exciting opportunity to be part of a high‑performing, dynamic team, where you’ll contribute to the growth of our wealth management business and develop your career in the financial services industry.
Key Responsibilities
Assist in facilitating trades and ensuring seamless execution
Respond to client inquiries and provide market insights
Build and maintain strong relationships with clients, identifying opportunities for service and growth
Conduct client outreach and support business development
Prepare client presentations and materials
Support day‑to‑day operations, client service, and Account Executive activities
Perform general administrative tasks, including managing correspondence, filing, and processing forms
Continuously learn about financial products to better assist the team and clients
Required Qualifications
2-5 years of industry experience
Securities Industry Essentials (SIE) Exam
Series 7, 63, and 65 or 66 licenses
Strong client relationship and communication skills
Proficiency with Microsoft Word, Excel, PowerPoint, and Internet research
Desired Qualifications
Experience with financial platforms such as Fidessa, Pershing, and Addepar
Bilingual in Portuguese is a plus
Join us and be part of a team that values innovation, creativity, and diverse perspectives to shape the future of wealth management.
#J-18808-Ljbffr