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

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.