Become a Remote High-Net-Worth Investment Consultant and lead in shaping investor portfolios. Leverage your expertise to guide accredited clients in exclusive private equity opportunities.
Your role centers on establishing trusted relationships with high-net-worth investors across Canada. Through personalized consultations, you will align our unique investment offerings with client financial objectives, all in a fully remote setting.
Key Responsibilities:
• Transform warm leads into dedicated investor relationships
• Provide tailored advice aligning investments with goals
• Ensure productive onboarding and comprehensive support
• Represent the firm at key investor functions
Requirements:
• Minimum 5 years in investment sales or wealth management
• Experience in private equity or similar sectors
• University degree in Finance, Business, or equivalent
• Eligibility for Dealing Representative registration
Leverage your skills to create solid, trust-based connections that drive investor success and financial growth.
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Apply on Kit Job: kitjob.ca/job/2groxu
📌 Remote High Net Worth Investment Consultant Moncton (Canada)
🏢 Skyline Group of Companies
📍 Canada
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