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- Tasks: Engage with clients, schedule meetings, and close deals to grow the firm's client base.
- Company: A client-focused investment firm prioritising personalised service and transparent fees.
- Benefits: Enjoy remote work, comprehensive health plans, generous leave, and enhanced maternity pay.
- Why this job: Join a dynamic team where your entrepreneurial spirit can thrive and make a real impact.
- Qualifications: No specific qualifications required; just a passion for client relations and sales.
- Other info: Work from anywhere in the UK with full support from dedicated teams.
The predicted salary is between 43200 - 72000 £ per year.
As a Private Client Advisor, you will be provided with leads, qualifying and scheduling face-to-face appointments. You will 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.
We seek advisors based nationwide; you can work remotely from your home base, with full support on administration and report writing.
The Firm puts clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that they align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.
Benefits include:
- 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependants
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
- Equivalent of £10,000 fertility, hormonal health and family-forming benefit
Private Client Investment Advisor employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Investment Advisor
✨Tip Number 1
Familiarise yourself with the latest trends in investment and wealth management. Being knowledgeable about current market conditions and investment strategies will help you engage effectively with potential clients during your meetings.
✨Tip Number 2
Practice your face-to-face selling skills. Role-playing scenarios with friends or colleagues can boost your confidence and help you refine your pitch, making it more persuasive when you meet prospective clients.
✨Tip Number 3
Network within the financial services industry. Attend relevant events or join online forums to connect with other professionals. This can lead to valuable referrals and insights that may help you secure new clients.
✨Tip Number 4
Leverage social media platforms like LinkedIn to showcase your expertise and build your personal brand. Sharing insightful content related to investment can attract potential clients and establish you as a trusted advisor.
We think you need these skills to ace Private Client Investment Advisor
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Private Client Investment Advisor. Highlight your experience in client relations, sales, and investment strategies in your application.
Tailor Your CV: Customise your CV to reflect relevant skills and experiences that align with the job description. Emphasise your entrepreneurial spirit and any previous success in client acquisition or asset management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to build relationships. Mention how your approach aligns with the firm's values of putting clients first and providing personalised service.
Highlight Remote Work Experience: Since this position allows for remote work, include any relevant experience you have in managing client relationships or conducting business from a home office. This will demonstrate your ability to thrive in a flexible work environment.
How to prepare for a job interview at Click To Hired
✨Understand the Firm's Values
Before your interview, take some time to research the firm's values and approach to client service. They pride themselves on putting clients first and providing a personalised investment experience, so be prepared to discuss how your own values align with theirs.
✨Prepare for Role-Playing Scenarios
Given the entrepreneurial nature of the Private Client Investment Advisor role, you may encounter role-playing scenarios during the interview. Practice your pitch for potential clients and be ready to demonstrate your ability to qualify leads and close deals effectively.
✨Showcase Your Networking Skills
As this position involves generating new clients through warm calls and in-person meetings, highlight your networking skills and any previous successes in building client relationships. Be specific about how you've successfully engaged clients in the past.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewers about their client service approach and support systems. This shows your genuine interest in the role and helps you understand how you can best contribute to their team.
