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 recent 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.

📌 Wealth Sales VP at Investment Firm (Kelowna)
🏢 Zohorecruit
📍 Kelowna