Investment Sales Professional

2 weeks ago


Greenwich, Connecticut, United States Shubh Investment Partners Full time
About Us

We are a family-owned asset management firm dedicated to delivering exceptional investment solutions to our clients. Our team is passionate about helping individuals and families achieve their long-term financial goals through our deep value equity strategy.

Position Overview

We are seeking a highly motivated and experienced mutual fund salesperson to join our team. The ideal candidate will have a proven track record of success in selling funds and investments to high-net-worth individuals, family offices, and wealth managers. This is an excellent opportunity to work with a successful investment strategy that has outperformed major indices and to potentially become a long-term business partner in our asset management firm.

Responsibilities
  • Identify and cultivate relationships with potential clients, including high-net-worth individuals, family offices, and wealth managers.
  • Present our deep value equity strategy to prospective clients.
  • Work on a base salary and generate commissions based on closed deals.
  • Contribute to the growth of our assets under management.
  • Potentially become a long-term business partner in our asset management firm.
Why Join Us?

Opportunity to work with a successful investment strategy that has outperformed major indices.

Base salary with a commission structure to reward successful sales.

Long-term career growth with the potential to become an equity partner.

Supportive, family-owned company environment.



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