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 • Solid 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. #J-18808-Ljbffr

📌 Wealth Sales Executive at Global Firm (Niagara Falls)
🏢 Zohorecruit
📍 Niagara Falls