Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation, and securities. Fee-based platform that offers global portfolio management.
Role: In this home-based outside sales role, you will be focused on closing leads of high-net-worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. There is absolutely no cold calling/prospecting in this role, and the firm prefers that you just focus on closing the client leads that the firm provides.
A dedicated portfolio management and service team are primarily responsible for the transition and retention of clients.
The firm actively markets their services via direct mail, internet, television advertising, and other channels. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment.
Home Office: The firm covers all home office expenses: computer, phone, scanner, printer. The firm also covers all travel expenses and provides an expense account.
Compensation: $100,000 base salary to start + uncapped commission, with average total compensation of 300-350k and top producers earning $1 million. Compensation includes a base salary + uncapped commission. Salary starts at $100,000 and gradually declines, but commission increases substantially as you will receive commission on any new sale for a number of years.
Benefits: 100% coverage on all health/medical, dental & vision care for you and any dependents and 401k matching.
Requirements: 7+ years experience working as an Investment Advisor, External Wholesaler, or similar role & a strong track record of success in sales and bringing in new investment assets to the firm.
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▶️ ORDER MANAGEMENT SPECIALIST
🖊️ NASTECH
📍 Dubai
Location: دبي, , AE
Offer Expires: 2024-10-25 00:00:00
Salary: 0 – 0
Job Posting Language: en
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