Vancouver, Canada | Posted on 09/22/2021This 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: 500kLocation: Home based role with travel in the territoryCompany Provides: Home office set up, covers travel costs and expenses associated with the roleClient Type: High Net Worth and Ultra High Net Worth ClientsIdeal Candidate for this role: Investment Advisor with strong sales numbersCompensation: 100k base with total compensation expected to be at 200-500kRequirements: Extensive experience working as a Investment Advisor, CIM, MBA or CFA Level 1 & Licensed to sell stocks and bonds
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