Drive growth as the Vice President of Wealth Sales with a top investment firm in Kelowna Central, Canada. This role focuses on converting high-net-worth leads into current clients for asset management.
The successful candidate will engage with pre-qualified high-net-worth individuals seeking investment management services. With all leads provided by the firm, your role is to schedule in-person meetings, leveraging the firm's marketing efforts to generate interest. You will not perform cold calling, allowing you to concentrate on building client relationships without lead generation stress.
Key Responsibilities:
• Call high-net-worth leads provided by the firm • Schedule and conduct face-to-face appointments • Gather new assets and manage client investments • Collaborate with dedicated portfolio teams for transition • Utilize sales support resources effectively
Requirements: • MBA or CFA Level 1, or CIM within 3 months • Licensed to sell/manage stocks/bonds portfolios • Strong client relationship-building skills • Experience in wealth management or financial sales • Ability to meet sales goals and targets
Excel in wealth management sales, leveraging qualified leads and dedicated support to drive client success in Kelowna Central. #J-18808-Ljbffr