Drive growth as the Vice President of Wealth Sales with a top investment firm in Kelowna Central, Canada. This role focuses on converting high-net-worth leads into current clients for asset management.

The successful candidate will engage with pre-qualified high-net-worth individuals seeking investment management services. With all leads provided by the firm, your role is to schedule in-person meetings, leveraging the firm's marketing efforts to generate interest. You will not perform cold calling, allowing you to concentrate on building client relationships without lead generation stress.

Key Responsibilities:
• Call high-net-worth leads provided by the firm
• Schedule and conduct face-to-face appointments
• Gather new assets and manage client investments




• Collaborate with dedicated portfolio teams for transition
• Utilize sales support resources effectively

Requirements:
• MBA or CFA Level 1, or CIM within 3 months
• Licensed to sell/manage stocks/bonds portfolios
• Strong client relationship-building skills
• Experience in wealth management or financial sales
• Ability to meet sales goals and targets

Excel in wealth management sales, leveraging qualified leads and dedicated support to drive client success in Kelowna Central.
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📌 Wealth Sales VP at Investment Firm (British Columbia)
🏢 Zohorecruit
📍 British Columbia