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Our client is looking for a Private Client Director, RDR Level 4 to join their team on a permanent basis in London.
Role and Responsibilities:
- Call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments.
- Meet with prospective clients with the goal 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.
- You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.
Your Qualifications:
- Consistent and quantifiable individual sales success with stock market investors
- RDR level 4 qualification
- 5+ years of success selling to high net worth individuals
- Quantifiable track record in closing new investor business
- Proven closer; outstanding documented sales ability
- High activity orientation and persistent through setbacks
- Ability to connect with a wide array of audiences through dynamic interpersonal skills
Private Client Director, RDR Level 4 employer: Barbara Houghton Associates Limited
As a Private Client Director at our London office, you will thrive in a dynamic and entrepreneurial environment that prioritises your success. We offer a supportive work culture with dedicated teams to assist you, ensuring you can focus on building meaningful client relationships. With ample opportunities for professional growth and a commitment to recognising and rewarding your achievements, we are an excellent employer for those looking to make a significant impact in the financial services sector.
Contact Detail:
Barbara Houghton Associates Limited Recruiting Team
