Vancouver, Canada | Posted on 09/22/2021 This role is with a large discretionary based portfolio management firm. In this Outside Sales role you are responsible for gathering current assets (clients) for the firm within your territory, promoting the firm’s portfolio management services. The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. You do no cold calling in this role and all the leads you are given, have already expressed interest in investing with the firm. The Portfolio Management team and the Relationship Management team are the ones for managing the client relationship and portfolio. Minimum household size: 500k Location: Home based role with travel in the territory Company Provides: Home office set up, covers travel costs and expenses associated with the role Client Type: High Net Worth and Ultra High Net Worth Clients Ideal Candidate for this role: Investment Advisor with strong sales numbers Compensation: 100k base with total compensation expected to be at 200-500k Requirements: Extensive experience working as a Investment Advisor, CIM, MBA or CFA Level 1 & Licensed to sell stocks and bonds

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📌 VP Wealth Sales (Vancouver)
🏢 Zohorecruit
📍 Vancouver