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 new 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 current 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.#J-18808-Ljbffr