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Investment Sales Manager
2 months ago
We are seeking a dedicated investment sales professional with a proven track record in promoting funds and investment opportunities to affluent clients, family offices, and wealth management firms.
The ideal candidate will be proactive, driven, and focused on achieving sales targets. This role provides the potential for future equity partnership within our emerging investment firm, with the flexibility to work remotely. The position entails traveling to engage potential clients and secure new business.Qualifications:
- Proven experience in marketing funds and investment products to high net worth individuals and family offices.
- Established connections with family offices, affluent individuals, and private wealth management professionals.
- Preference for candidates holding Series 63 and Series 6 licenses, though relevant experience and networks will also be considered.
- Strong understanding of deep value investing principles, aligned with the philosophies of renowned investors such as John Templeton, Warren Buffett, and Charlie Munger.
- Self-driven and capable of independently generating leads and closing sales.
- Exceptional communication and relationship management skills.
Responsibilities:
- Identify and develop relationships with prospective clients, including high net worth individuals, family offices, and wealth managers.
- Effectively present our deep value equity investment strategy to potential clients.
- Work on a base salary structure while earning commissions based on successful deal closures.
- Contribute to the expansion of our assets under management.
- Opportunity to evolve into a long-term business partner within our asset management firm.
Company Overview:
Shubh Investment Partners is launching a new deep value equity strategy rooted in the investment principles of John Templeton, Warren Buffett, and Charlie Munger. With an impressive annualized return of 24%, our strategy has consistently outperformed major market indices. We are a family-owned asset management firm dedicated to growth and excellence in investment management.
For further insights into our investment strategy, philosophy, and team, please visit our website.
