Direct message the job poster from Morgan McKinley
Manager - Banking & Financial Services at Morgan McKinley
Our client is a global investment management firm. They provide discretionary investment management services to high-net-worth individuals, institutional investors, and corporate clients.
The Opportunity:
* As a Wealth Management Sales Manager, you will call high-net-worth leads provided by the company, qualifying and scheduling face-to-face appointments.
* You will meet with prospective clients with the goal of gathering new clients and assets for the firm.
* This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business.
* You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.
Requirements:
* Consistent and quantifiable individual sales success with stock market investors
* 5+ years of success selling to high net worth individuals
* Track record in closing new investor business
* Motivated mindset to set and reach goals
* Calculated risk-taker; willing to win-some, lose some
* Proven closer; outstanding documented sales ability
* Optimistic outlook; see failures as opportunities to improve and find solutions
* High activity orientation and persistent through setbacks
* Ability to connect with a wide array of audiences through dynamic interpersonal skills
* Highly ethical and professional
Seniority level
Director
Employment type
Full-time
Job function
Business Development and Sales
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