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 current 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.

📌 Wealth Sales Executive At Investment Firm Winnipeg (Canada)
🏢 Zohorecruit
📍 Canada