Job Title: Sales Manager
We are seeking a dynamic Sales Manager to work with high-net-worth individuals in an entrepreneurial role.
Key Responsibilities:
* Contact high-net-worth leads, qualify prospects, and schedule face-to-face meetings.
* Conduct consultative sales meetings with the goal of acquiring new clients and assets.
* Closing business deals and building lasting client relationships.
* Leverage internal portfolio management and client service teams to enhance client experience.
* Achieve sales targets through a proactive, entrepreneurial approach.
Your Qualifications:
* QFA qualification is essential.
* Proven track record of consistent, measurable sales success with stock market investors.
* Minimum of 5 years of experience in selling to high-net-worth individuals.
* Financial Planning / Financial Advisory background is beneficial.
* Demonstrated success in closing new investor business.
This role is ideal for motivated sales professionals who thrive in a performance-driven environment.