Accelerate your wealth management career as a Sales Executive focused on high-net-worth clients. This unique role eliminates cold calling and leverages pre-qualified leads for client engagement.
Your work will involve scheduling face-to-face appointments with potential clients identified through the firm's marketing efforts. You will gather current assets by building trusted relationships with clients willing to invest at least $500,000. A dedicated team will assist with portfolio management, ensuring smooth transitions and high client retention.
Key Responsibilities:
• Call high-net-worth leads for potential client meetings
• Schedule and conduct face-to-face appointments
• Gather new assets for portfolio management
• Collaborate with dedicated service and portfolio management teams
• Utilize comprehensive sales support and marketing strategies
Requirements:
• MBA or CFA Level 1 completed, or CIM required within 3 months
• Licensed to manage stocks and bonds portfolios
• No cold calling; all leads provided internally
• Experience in wealth management preferred
• Excellent client relationship-building skills
Position yourself as a trusted advisor for high-net-worth investors and significantly enhance your income potential.
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