Wealth management firms sales executive career overview

Wealth managers are financial institutions that help individuals, families, firms etc to plan their portfolio, retirement etc. So what does a sales executive perform in such organizations? Their role starts with reporting to sales managers. Though called sales they need to be good at marketing as well 1) Should have fantastic communication skill 2) Should have presence of mind 3) Need to be adept at sales presentation preparation 4) Must be able to maintain existing accounts and should be able to bring new business 5) Should co-ordinate CRM events including seminars, presentations , events etc What is qualification needed to crack such jobs? As such a candidate with degree having good communication skills and passion to achieve big can take up this job