Company Description
InvestGlass, based in Switzerland, is a leading platform that combines AI, CRM, Portfolio Management System (PMS), Client Portal, and Digital Onboarding tools into one integrated solution.
InvestGlass empowers businesses to design, manage, and enhance their digital presence with unmatched flexibility. Offering a seamless experience for financial professionals, InvestGlass is dedicated to driving innovation and efficiency in digital financial services.
Role Description
This is a full-time remote Sales Internship role.
The Sales Intern will be responsible for supporting sales efforts, conducting outreach to potential clients, assisting in customer communications, identifying leads, and providing training and support for new clients.
The intern will also collaborate with the sales team to execute strategies, maintain records, and contribute to enhancing the overall customer experience.
You will get the best AI tools with you!
Qualifications
- Strong Communication and Customer Service skills to effectively engage with clients and address their needs
- Sales expertise, including identifying leads, pitching products or services, and building relationships
- Proficiency in English; French / German / Italian is a nice-to-have.
- Experience or interest in Sales Management and in providing Training to support client onboarding and satisfaction
- Ability to work independently and collaboratively in a remote setting
- Excellent organizational and problem-solving skills
- Knowledge of financial technology and digital tools is a plus
- Currently pursuing or recently completed a degree in Business, Marketing, or a related field
- Based in Europe / Switzerland is a must