Large globalportfolio management firm with over 200 billion in assets undermanagement. Each client would have a separately managed portfoliothat is custom tailored for that client.
Fee based discretionarymanaged portfolios. Main selling feature is that clients would holda truly globally diversified portfolio of individual stocks andbonds (not limited to North American equities and bonds).
Role : Inthis home based outside sales role you will be focused on closingleads of high net worth clients that have already expressedinterest in investing with this firm and who have over $500k toinvest.
There is absolutely no cold calling / no prospecting in thisrole and the firm prefers that you focus on closing the leads thatthe firm provides.
In this role you would be focused on speakingwith the leads meeting with the leads with the goal of signing thisclient up to invest with this firm.
A dedicated portfoliomanagement and service team are primarily responsible for thetransition and retention of clientrelationships.
The firmactively markets their services via direct mail internet televisionadvertising and other mediums. The firm receives prequalifiedresponses from interested investors who are willing to have adiscussion about moving over their investmentportfolio.
Home Office : The firm covers all home office expenses : computer phone scannerprinter etc. The firm also covers all travel expenses and gives youan expenseaccount.
Compensation : $100000 salary to start uncapped commission (averagetotal compensation $300000$500000 and top producers earning $1million)
Benefits : 100% coverage on all health / medical dental & vision carefor you and anydependents
Requirements : Must be licensed to manage portfolios that contain individualstocks / bonds (not just mutual funds) for at least 2 out of the past4 years & a strong track record of success in sales andbringing in new investment assets to thefirm
Private Client Advisor
Each client would have a separately managed portfoliothat is custom tailored for that client. Main selling feature is that clients would holda truly globally diversified portfolio of individual stocks andbonds (not limited to North American equities and bonds). Role: Inthis home based outside sales ...
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