Intermediary Sales Cover Letter

I would like to submit my application for the intermediary sales opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for strategic leadership and direction to continually improve the capability and results for assigned area(s) of responsibility.

My experience is an excellent fit for the list of requirements in this job:

• Demonstrated understanding of mutual funds and ETFs
• Project management experience, from inception through execution
• Advanced problem-solving skills in a complex, time-sensitive environment
• Accepts responsibility for work assignments and special projects
• Adaptable to changes in a dynamic environment (re-prioritization of assignments, schedule changes, last minute requests)
• Interacts with internal and external business partners in an ethical and professional manner
• Detailed-oriented working manner with strong risk control mindset/experience
• Good understanding of financial terminologies, investment funds and the fund distribution landscape in China

I submit this application to express my sincere interest in the intermediary sales position.

In the previous role, I was responsible for advice and make decisions about which technologies would be suitable to use for various projects.

Please consider my qualifications and experience:

• Track record of independently winning and retaining discretionary clients in the South West region
• Working closely with cross border teams and other colleagues
• Outstanding sales management skills – able to identify, target, convert and retain accounts
• Deep investment knowledge, including understanding of the firm’s investment process the fund range
• Strong and confident presenter in one-to-one situations, small groups and larger audiences
• A working knowledge of salesforce, business planning, campaigning would be an advantage
• Strong communications in spoken and written Chinese (spoken Cantonese) and English
• Knowledge in Morningstar, Bloomberg would be an advantage

I am excited to be applying for the position of intermediary sales. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for leadership to the sales organization in a manner that ensures exceptional service to all stakeholders and that produces market differentiation and competitive advantage.

My experience is an excellent fit for the list of requirements in this job:

• Willingness to work on weekends and travel to China when necessary
• Proficiency in both verbal and written English and Mandarin is essential
• Mature, honest, proactive and positive attitude
• Deep knowledge of the asset management/financial services industry
• Excellent verbal and written communication skills to coordinate with internal partners
• First- rate problem solving and critical thinking abilities
• Deep understanding of industry, portfolio construction, capital markets, financial service products & regulations
• Demonstrated experience working effectively with individuals, groups and other internal departments to help set and achieve development goals for the Intermediary Sales teams

In response to your job posting for intermediary sales, I am including this letter and my resume for your review.

Previously, I was responsible for insight and a landscape where ITW has a competitive advantage through our “cradle to grave' relationships.

My experience is an excellent fit for the list of requirements in this job:

• A team-oriented mindset who is dedicated to the success of the team’s objectives
• Proficient in MS Office applications, focusing primarily on Word, Excel and PowerPoint
• Exceptional end-user communication skills
• Excellent presentation skills, strong closing skills, knowledgeable in business development and practice management, self-starter with excellent interpersonal skills
• Heavy Experience in working with group business
• Very Proficient in PowerPoint/Excel
• Prior experience in managing intermediary accounts, Transient & Group preferred
• IMC qualification or equivalent

In response to your job posting for intermediary sales, I am including this letter and my resume for your review.

In my previous role, I was responsible for competitive market advantage opportunities to installation companies to ensure quality efficiencies and Company best practices guidelines.

Please consider my qualifications and experience:

• Solid knowledge of relevant software and applications
• Good communications in English is essential
• Trust License / SITE/SICE Regulation Exam / Ethic Exam
• Development and execution of sales initiatives to generate and source new business
• Preparation and delivery of sale/promotional materials
• Tracing historical business and initiating cold calls
• CFA qualified or part qualified strongly preferred
• Able to demonstrate an entrepreneurial drive in identifying additional business