We are a fast-growing fintech startup, focused on empowering individuals to build and grow their wealth. We are driven by our mission to provide transparent, simple, and accessible financial solutions to our users through real estate investments. Also, we believe that everyone should have access to investment opportunities that can help them grow their wealth and generate passive income, regardless of their investment experience or the amount of capital they have to invest.
With offices in Toronto, Dublin, Zurich and Bucharest, we are a team of experienced finance, real estate and technology professionals who are dedicated to providing our users with the best possible experience when using our platform. We are constantly innovating and improving our products to ensure that our users have access to the latest and most advanced investment tools and features.
The Wealth Advisor serves as the firm’s primary point of contact for a select and premium group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the MetaWealth team to exceed client expectations. You will be expected to help grow MetaWealth’s business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.
Originate sales opportunities through direct client outreach as well as via targeted leads
Proven ability to network with prospective client and centers of influence, in your designated geographic region
Work directly in partnership with the Leadership Team to introduce, promote and actively educate your local community to the MetaWealth value proposition
Develop and manage existing client relationships, including ongoing regular client contact and communications
Actively participate in the development of new business and networking opportunities
Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives
Superb language and communication skills are essential to succeed in this role
Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources
A self-motivated, highly driven and entrepreneurial personality
Proven ability to network with prospective client and centers of influence
Possess active listening and critical thinking skills
Client first attitude
A team player, with strong coaching and leadership skills
Experience with CRM systems and tools for managing customer relationships
Desire/ability to work successfully in an intimate, fast-growing, entrepreneurial company
Minimum 5 years + experience working in technology or financial services sales, financial advisory or relationship management role, with demonstrated ability to develop and manage existing client relationships and develop new business opportunities
Experience working with Web3 technology including blockchain
Experience working within a Fintech or Start-Up environment
Our company structure ensures that everyone has a voice and that their contribution is valued
We have a collaborative culture, and everyone understands the importance of building and maintaining this constructive company culture
We take time for informal conversation, to listen to each other, and to help out when needed
We are constantly looking for ways to improve and are always open to change
We are looking for individuals who share our values and are excited to help contribute to our company culture
We take care of our own by paying above-market compensation and fostering an environment of personal growth
Our top priority is our team’s happiness and well-being. You may have heard it before but here we actually mean it
Base salary and sales commissions
Hybrid work environment or remote where applicable
We organize events for team members to get to know each other better and have a good time
Access to periodic training, courses etc. Continued learning and development is important to us
The opportunity to grow and advance your career in an exciting and developing field
To apply, please send your resume and a cover letter to email@example.com. We can't wait to review your application and potentially welcome you to our team!
We thank all applicants for their interest in our ad. We reserve the right to contact only candidates who correspond to the profile described in the recruitment announcement.
For candidates selected in the recruitment process, following the legislative provisions on GDPR, consent for the processing and use of personal data will be required for participation in the recruitment and selection process for the position for which they applied.
If you have what it takes to be a part of our Sales Team, we'd love to hear from you!