Level 4 Sales Apprentice

Principal Tasks and Accountabilities

Liaise with key stakeholders for information requests and risk assessment. Deliver business initiatives and stay updated on KYC & AML Screening. Supervise sales activities and address Risk and Compliance issues. Develop client engagement methods and support product sales strategies. Identify market opportunities, evaluate products, and mitigate risks. Maintain a customer-centric strategy and ensure a positive client experience. Manage key business initiatives across functions.

Principal Tasks:

Support new business opportunities with prospect research and KYC. Assess financial crime risk and support EDD for higher risk relationships. Report red flags and investigate Sanctions alerts. Collaborate with compliance counterparts and complete ad-hoc tasks. Curate the introducer pipeline and support key stakeholders. Ensure due diligence and act as a central point of contact for client support. Develop client documentation and gather business requirements. Ensure compliance with AML/KYC requirements and preserve client confidentiality.

Secondary Tasks:

Ensure compliance with company policies and monitor KPIs and SLAs. Stay updated on issues impacting Greengage and assist the Sales Team. Perform administrative duties and maintain high-quality customer information. Identify required resources and monitor KPIs to assess performance.

Training:
As part of the apprenticeship, 20% of working hours will be spent on off the job training in the workplace and through the training provider. 

Training Outcome:

Level 4 Sales Apprentices can expect to progress into roles such as Sales Consultants, Sales Analysts, Account Managers. Sales apprentices may wish to progress onto further professional qualifiactions at a higher level.

Employer Description:
We are pioneering a new era in finance. Greengage was founded on three fundamental pillars: experience, technology, and trust. In today’s fast moving financial markets, growing firms demand an intelligent, innovative and responsive financial service they can trust to meet their changing needs. Founded in 2018 by Sean Kiernan, we have made our mark in the digital asset sector over the past 6 years. Ambitious and entrepreneurial in spirit, we aspire to build on the best of the traditional financial services model and harness a new set of technologies, fit for today’s business environment. We are the first integrated financial services group bringing together traditional finance with new digital innovations in digital assets and blockchain. We marry the high-end care and bespoke personal service found in traditional British financial services combined with leading edge technology. Together they create a future- focused firm that connects clients to a growing portfolio of innovative capital and liquidity products.

Working Hours :
Monday to Friday, 9.00am - 5.30pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Initiative,Academic writing skills,Confident,Team Player,Self-starter,Knowledge of Crypto Assets,Compliance skills