07-27-2009, 02:00 PM
10 posts, read
13,617 times
Reputation: 10
What company is this????? Please help.
Financial Advisor
Job Description
Company Information
Our client company is one of the largest publicly traded global asset management firms in the world with approximately
$618 billion in assets under management. They provide diversified, global investment management services that include growth and value equities, style blend and fixed income services to institutional, high net worth and retail clients worldwide. Additionally, they provide in-depth research, portfolio strategy, trading, and brokerage-related services.
Job Description:
Global Wealth/Client Advisor for a prominent Money Management firm. Strong sales background with proven sales record required. Responsibility is to create a network with attorneys, CPAs, etc., people who know wealthy individuals and sell to the wealthy individuals the asset management services of the firm. Background can be from any industry such as medical device sales, real estate sales, mortgage, law, etc. Most importantly individuals should possess a strong desire to work in the global wealth/private banking arena...have successful sales experience...without a lot of job changes.
Training will be provided.
Primary Responsibilities:
Originator of sales
Creating a network with attorneys, CPAs, etc., people who know wealthy individuals.
Selling asset management services.
Creating business through obtaining new accounts and managing existing accounts.
Required Background:
High success rate in any field of sales (direct sales preferred).
Prospective candidates should have strong sales experience within any industry.
Candidates must be aggressive and demonstrate an "empathetic" personality.
Experience in capital markets and institutional sales a plus.
Experience as business development attorney, accountant, medical device sales, printing sales, computer sales, etc.
Originator of sales.
More experience as sales representative preferred rather than sales directors or sales managers.
Cold Calling experience a must.
College BA/BS preferred MBA
Compensation:
Base salary is $150,000 + percentage of money invested. (Very high income potential!)
Total compensation is based on a fee (percentage) of the total investment brought into the firm to be managed.
******I'm trying to figure out what company this is, if anyone knows please let me know. THANK YOU!!!!!
07-27-2009, 02:07 PM
Location: Oakland, CA
1,554 posts, read
2,918,877 times
Reputation: 612
07-27-2009, 02:19 PM
Location: Oakland, CA
21,121 posts, read
22,571,728 times
Reputation: 8684
If your looking for a Bay Area based company, Charles Schwab comes to mind but I think they manage closer to $1 Trillion in assets.
07-27-2009, 02:19 PM
Location: Bella Vista, Ark
39,848 posts, read
26,535,834 times
Reputation: 14757
and did that ad come off Craigs list? Let me guess!!!!???
Nita
07-27-2009, 02:41 PM
4,134 posts, read
2,111,477 times
Reputation: 1557
I could be wrong but I suspect that if you were to reply to the ad and ask them, they just might tell you.
07-27-2009, 03:02 PM
Location: Oakland, CA
21,121 posts, read
22,571,728 times
Reputation: 8684
Quote:
Originally Posted by
Joe_Ryder
I could be wrong but I suspect that if you were to reply to the ad and ask them, they just might tell you.
I think ur on to something.
07-27-2009, 03:26 PM
10 posts, read
13,617 times
Reputation: 10
Thanks for the replies.
I appreciate the guesses, but no, they won't tell me when I reply to the recruiter. The recruiter is keeping this confidential and that is why I am asking if anyone out there recognizes the company description.
07-27-2009, 03:33 PM
Location: Bella Vista, Ark
39,848 posts, read
26,535,834 times
Reputation: 14757
Quote:
Originally Posted by
bwinn
I appreciate the guesses, but no, they won't tell me when I reply to the recruiter. The recruiter is keeping this confidential and that is why I am asking if anyone out there recognizes the company description.
just go for it, if it real and you get an interview great, if it isn't you probably haven't lost anything. It isn't unusaul for recruiters to keep the company confidentual and it isn't unusual for the blind ads to not be real either.
NIta
07-27-2009, 04:55 PM
Location: Oakland, CA
21,121 posts, read
22,571,728 times
Reputation: 8684
Franklin Resources, another locally based investment and asset management company, HQed in San Mateo also comes to mind-their assets are very close to $600B
07-27-2009, 05:15 PM
Location: Oakland CA
5,460 posts, read
6,442,245 times
Reputation: 4542
Could be A. G. Edwards. I know they have a dollar amount under which you can't be their client.
Please register City-data.com
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