Drive growth. Build relationships. Close deals.
The Opportunity
We are seeking an experienced and driven Investment Specialist/Regional Sales Manager to work with pre-qualified, high-net-worth leads. You will be responsible for engaging prospective clients, qualifying opportunities, and scheduling face-to-face meetings. Your goal will be to secure new clients and assets for the business through a consultative sales approach.
This is a highly entrepreneurial role requiring extensive client contact and strategic selling — but no cold-calling. You will be supported by specialist portfolio management and client service teams who handle onboarding, account management, and retention, allowing you to focus on new business generation. You will report directly to a senior leader.
Your Qualifications
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Demonstrated and measurable individual sales success with stock market investors.
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QFA (or equivalent) qualified
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5+ years’ proven experience selling to high-net-worth individuals.
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Quantifiable track record in closing new investor business.
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Goal-oriented with a mindset that values achievement and results.
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Calculated risk-taker, resilient through both wins and setbacks.
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Exceptional closing skills and documented sales ability.
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Positive, solutions-focused approach to challenges.
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Persistent and proactive, with a high activity level.
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Strong interpersonal skills with the ability to connect with diverse audiences.
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Highly ethical and professional in all dealings.