Engage with high net worth clients as a Wealth Sales Executive in a remote role with a leading portfolio management firm. Close leads and manage investor portfolios without cold calling.

This home-based sales position focuses on connecting with qualified leads interested in portfolio management. You will leverage a dedicated service team to enhance client relationships, ensuring seamless transitions and continued satisfaction. With a firm that promotes its offerings through various channels, you can concentrate on closing sales effectively.

Key Responsibilities:
• Close investment leads from high net worth clients
• Collaborate with dedicated service teams for client retention
• Manage effective communications regarding portfolio strategies




• Utilize marketing tools for high-quality lead generation
• Ensure seamless transitions of investment accounts

Requirements:
• MBA or CFA Level 1 completed or CIM certification
• Licensed to manage portfolios with stocks and bonds
• Proven experience in wealth management sales
• Robust communication and sales skills
• Willingness to complete CIM within 3 months

Elevate wealth management sales by leveraging qualified leads and dedicated support with an established portfolio management firm.
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📌 Wealth Sales Executive at Global Firm (New Brunswick)
🏢 Zohorecruit
📍 New Brunswick