Global Portfolio Manager
2 weeks ago
Company Overview
Firm Overview: The firm is a large, global portfolio management company with over $200 billion in assets under management. Each client has a separately managed portfolio that is custom tailored to their individual needs.
Our Approach
We take a fee-based discretionary approach to managing our clients' portfolios, offering truly globally diversified investments in individual stocks and bonds.
Your Role
In this role, you will be focused on closing leads of high net worth clients who have already expressed interest in investing with the firm and have over $500k to invest.
No cold calling or prospecting is required in this role. You will focus on speaking with leads, meeting with them, and signing them up to invest with the firm.
A dedicated portfolio management and service team handles the transition and retention of client relationships.
Firm Marketing Efforts
The firm actively markets its services through direct mail, internet advertising, television commercials, and other mediums.
Leads and Qualifications
We receive pre-qualified responses from interested investors who are willing to discuss moving their investment portfolio.
To qualify, candidates must be licensed to manage portfolios containing individual stocks and bonds for at least 2 out of the past 4 years and have a strong track record of success in sales and bringing in new investment assets to the firm.
What We Offer
The firm covers all home office expenses, including computers, phones, scanners, printers, and more.
Travel expenses are also covered, and you will receive an expense account.
Compensation and Benefits
As a Global Portfolio Manager, you can expect a salary of $100,000 to start, with uncapped commission potential.
Average total compensation ranges from $300,000 to $500,000, with top producers earning up to $1 million.
We offer 100% coverage on all health, medical, dental, and vision care for you and any dependents.
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