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Location

British Columbia | Canada

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Job description

Position :

Director, Private Client Sales (Full-Time)

Overview:

GreensKeeper is a privately owned wealth management firm (> $100 million AUM) with a 12-year track record of success. We are looking to hire an exceptional salesperson to join our tight-knit team and further accelerate our growth.

Job Description:

You are an experienced and motivated salesperson with a proven track record of achieving and exceeding sales targets. Your responsibilities will include expanding our client base of high-net-worth (HNW) individuals, families, business owners and family offices. You are not a wholesaler. Instead, you are interested in building direct client relationships and enhancing the firm's market presence. You may be an Investment Adviser (IA) who enjoys building a client base but would prefer to have partners to manage the portfolios and compliance.

Required Skills/Experience:

• Proven track record of achieving and exceeding sales targets. You can attract a minimum of $10-20 million of new AUM annually from a diverse group of high-net-worth clients.
• Driven, with a passion for building and maintaining long-term client relationships.
• Excellent communication and people skills.
• Impeccable reputation for being trustworthy that will reflect well on our firm.
• You possess a strong understanding of financial markets and industry regulations.
• Canadian Securities Course (CSC) designation or otherwise registerable as a Dealing Representative for an Exempt Market Dealer.

What’s in it for you?

• Competitive base salary, unlimited earning potential and full benefits.
• The independence and flexibility of an entrepreneurial organization that will allow you to showcase your unique talents.
• Freedom to work remotely.
• A fun and collegial firm culture.
• Management focused on helping you grow and succeed.

This is a unique opportunity to join a fast-growing organization where you can be at the core of the company’s growth.

How to Apply: 

Please submit your resume in confidence via email to [email protected]. Ensure you articulate your network with HNW individuals and your ability to attract incremental AUM. We thank all applicants for showing an interest in this position. Only candidates selected for an interview will be contacted.

Requirements:

• Work Permit

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Job tags

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Salary