Wealth Sales Executive at Global Firm

Location: Montreal (administrative region)

Engage with high net worth clients as a Wealth Sales Executive in a remote role with a leading portfolio management firm. Close leads and manage investor portfolios without cold calling.

This home-based sales position focuses on connecting with qualified leads interested in portfolio management. You will leverage a dedicated service team to enhance client relationships, ensuring seamless transitions and continued satisfaction. With a firm that promotes its offerings through various channels, you can concentrate on closing sales effectively.

Key Responsibilities:

• Close investment leads from high net worth clients

• Collaborate with dedicated service teams for client retention

• Manage effective communications regarding portfolio strategies

• Utilize marketing tools for high-quality lead generation

• Ensure seamless transitions of investment accounts

Requirements:

• MBA or CFA Level 1 completed or CIM certification

• Licensed to manage portfolios with stocks and bonds

• Proven experience in wealth management sales

• Strong communication and sales skills

• Willingness to complete CIM within 3 months

Elevate wealth management sales by leveraging qualified leads and dedicated support with an established portfolio management firm.