Elevate your career as a Regional VP of Wealth Sales in the Toronto GTA area, focusing solely on high net worth (HNW) clients. Enjoy a supportive corporate setting while closing warm leads without any cold calling.
This remote role at a large global portfolio management firm with over $100 billion in assets lets you concentrate exclusively on HNW wealth sales. Each client benefits from tailor-made portfolios aligned with their unique preferences. With a robust support network managing service and operations, your time is spent closing pre-qualified leads generated through marketing campaigns.
Key Responsibilities:
• Close warm, prequalified HNW client leads
• Engage with clients interested in portfolio management
• Collaborate with service teams for client satisfaction
• Utilize corporate support for marketing initiatives
• Manage transitions of investment portfolios seamlessly
Requirements:
• Completed MBA or CFA Level 1
• Licensed to manage stocks and bonds
• Willing to complete CIM within 3 months
• Experience in high net worth sales is preferred
• Proven track record in portfolio management
Make a significant impact in wealth sales while reaping the rewards of a well-supported sales environment.
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📌 Remote VP Wealth Sales in Toronto
🏢 Zohorecruit
📍 Toronto
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