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Private Client - UK Wide
Private Client - UK Wide
birmingham,west-midlands
Nov 5, 2024
  • Hours Full Time
  • Salary 60000.00 - 60000.00 GBP Annual
  • Recruiter RMK Talent Solutions
  • Closes 25 Jan 2024
  • Course No
  • Contract type Permanent
  • Recruiter Type Direct Employer
Description

The Opportunity:

This position is remotely based so open across the United Kingdom!

Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!

The Day-to-Day:

The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm.

This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising.

What are they seeking?

Consistent and quantifiable individual sales success with stock market investorsHold minimum level-4 financial advice qualifications (CII, CISI or LIBF)Minimum of five years of success selling to high net worth individualsQuantifiable track record in closing new investor businessStrong competitive drive; plays to win and has desire to be Goal-oriented and results-focused; "money is a measure of success" mentalityCalculated risk-taker; willing to win-some, lose someProven closer; outstanding sales ability with documented track record of successOptimistic outlook; sees opportunities not problemsPersistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunitiesHigh activity orientation and exceptional work ethicPhenomenal interpersonal communication skills; is confident, dynamic and assertive If you are seeking a highly lucrative compensation structure and organisation keen to see you progress year-on-year then this could be the one for you. Do get in touch by sending your CV to .

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