Wealth Management Sales Manager (VP) - Permanent Opportunity
A highly entrepreneurial role with a global investment management firm providing discretionary investment management services to high-net-worth individuals, institutional investors, and corporate clients.
The Opportunity:
* Qualify and schedule face-to-face appointments with high-net-worth leads provided by the company.
* Meet with prospective clients to gather new clients and assets for the firm through consultative selling.
* Supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships.
Requirements:
1. Consistent individual sales success with stock market investors.
2. 5+ years of success selling to high net worth individuals.
3. Track record in closing new investor business.
4. Motivated mindset to set and reach goals.
5. Calculated risk-taker; willing to win-some, lose some.
6. Proven closer; outstanding documented sales ability.
7. Optimistic outlook; see failures as opportunities to improve and find solutions.
8. High activity orientation and persistent through setbacks.
9. Ability to connect with various audiences through dynamic interpersonal skills.
10. Highly ethical and professional.