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 recent 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
Solid 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.
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📌 Wealth Sales Vp At Investment Firm Kelowna (Canada)
🏢 Zohorecruit
📍 Canada