Tekvaly · 4 hours ago
Wealth Management Sales Consultant
New York, NY
Full-time
Onsite
Senior Level
5+ years expTekvaly is a global software development and IT consulting company, and they are seeking a Wealth Management Sales Consultant for their client in the Financial Services and Investment Management sector. The role focuses on selling investment and wealth management solutions while building long-term relationships with affluent clients, offering a supportive sales environment and growth opportunities.
ConsultingInformation TechnologyIT InfrastructureSoftwareStaffing Agency
Hiring Manager
Jawairia K.
Responsibilities
Build and manage long-term relationships with affluent and high-net-worth individual clients
Promote and sell investment and wealth management solutions using a consultative sales approach
Identify new business opportunities through proactive client engagement and relationship development
Work closely with internal teams to ensure high-quality client service and ongoing support
Maintain up-to-date knowledge of investment products, market trends, and client needs
Achieve sales and growth objectives through ethical and relationship-driven selling practices
Qualification
Required
5+ years of professional experience in financial services sales, wealth management, investment advisory, or related fields
Proven track record of success in retail investment or wealth management product sales
Experience working with affluent and high-net-worth individual clients
Background in financial advisory, banking, wealth management, or investment management environments
A Bachelor's degree is required in Finance, Accounting, or a related field is required; MBA preferred
Preferred
MBA preferred
Company
Tekvaly
Tekvaly is a software development and IT outsourcing company that offers consulting, staffing, and training services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase