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VP of Asset Management
4 weeks ago
These remote roles are with a large global discretionary based portfolio management firm. In this Outside Sales role, you are responsible for gathering new assets (clients) for the firm within your territory, promoting the firm's portfolio management services. THIS IS NOT REAL ESTATE or PROJECT MANAGEMENT
Our global Wealth, Portfolio Management client has multiple remote full-time remote roles for wealth IIROC licensed people in Canada know anyone ? Direct UHNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management #share #financiladvisors #financialplanners
The firm is constantly marketing its services and receives thousands of pre-qualified leads of potential high net worth investors. The Portfolio Management team and the Relationship Management teams are the ones that managing the client relationships and portfolios.
Extensive training and onboarding as well as home office set up, covers travel costs and expenses associated with the role.
High Net Worth and Ultra High Net Worth Clients (not institutional)
Strong motivation to succeed and to assist HNW clients.
100k base with total compensation expected to be at 200-600k first year plus full medical dental.
CIM or CFA Level 1 or MBA & must be licensed to sell stocks and bonds and be comfortable talking to all asset classes.
