Private Client Advisor

Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outside sales role, you will be focused on closing leads of high net worth individuals who are looking for a truly customized investment portfolio. This will involve building relationships with these clients, understanding their investment goals and risk tolerance, and providing them with personalized investment advice and portfolio management. The ideal candidate will have a strong understanding of the financial markets and investment products, as well as excellent communication and interpersonal skills. The ability to work independently and manage time effectively will also be important. The compensation package will include a base salary, commissions, and a bonus structure.