Wealth Management Sales Manager (VP) | Permanent| Dublin / Remote
Our client is a global investment management firm. They provide discretionary investment management services to high-net-worth individuals, institutional investors, and corporate clients.
The Opportunity:
- As a Wealth Management Sales Manager, you will call high-net-worth leads provided by the company, qualifying and scheduling face-to-face appointments.
- You will meet with prospective clients with the goal of gathering new clients and assets for the firm.
- This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business.
- You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.
Requirements:
- Consistent and quantifiable individual sales success with stock market investors
- 5+ years of success selling to high net worth individuals
- Track record in closing new investor business
- Motivated mindset to set and reach goals
- Calculated risk-taker; willing to win-some, lose some
- Proven closer; outstanding documented sales ability
- Optimistic outlook; see failures as opportunities to improve and find solutions
- High activity orientation and persistent through setbacks
- Ability to connect with a wide array of audiences through dynamic interpersonal skills
- Highly ethical and professional
