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- Tasks: Close deals and provide financial advice to high-net-worth clients.
- Company: Join a leading US Asset Management firm managing over £200 billion.
- Benefits: Enjoy remote work, competitive salary, BUPA, dental, and a 14% pension.
- Why this job: Focus on sales without the hassle of report writing or admin tasks.
- Qualifications: Must have Level 4 Qualification in Financial Advising and sales experience.
- Other info: Extensive support provided for the first 2-4 months to ensure your success.
The predicted salary is between 36000 - 84000 £ per year.
UK Private Client Director £60,000 + Comms + BUPA + Dental + Pension (14%) Remote Do you have a background within financial investment & a Level 4 Qualification in Financial Advising? Do you hate the report writing, para planning, after care and lead flow aspects of your role? Would you rather just close business and make money? This US Asset Management company has over £200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Services background to come on board and boost their reach. This role will involve meeting with potential clients, winning business over & providing financial advice. You will be responsible for contacting provided leads and conducting initial meetings, this will require providing financial advice for clients and generating strong rapport. You will have autonomy to work your desk how you see fit with extensive support provided for 1st 2-4 months. This role would suit somebody with direct sales experience within private wealth management OR investments looking for an opportunity to drop all administrative tasks and just sell, sell, sell. THE ROLE: You will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. THE PERSON: Quantifiable individual sales success with stock market investors RDR level 4 qualificatio…
UK Private Client Director employer: Ernest Gordon Recruitment Limited
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UK Private Client Director
✨Tip Number 1
Make sure to leverage your existing network in the financial services industry. Reach out to former colleagues or clients who may know high-net-worth individuals looking for investment advice. Personal connections can often lead to warm introductions, which are invaluable in this role.
✨Tip Number 2
Familiarize yourself with the specific investment products and services offered by the company. Understanding their unique selling points will help you articulate how you can meet potential clients' needs effectively during meetings.
✨Tip Number 3
Practice your pitch! Since this role is heavily focused on closing business, being able to confidently present your value proposition and handle objections is crucial. Role-playing with a friend or mentor can help you refine your approach.
✨Tip Number 4
Stay updated on market trends and news related to wealth management and investments. This knowledge will not only boost your confidence but also allow you to engage in meaningful conversations with potential clients, showcasing your expertise.
We think you need these skills to ace UK Private Client Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial investment and direct sales. Emphasize any quantifiable successes you've had in previous roles, especially those related to private wealth management or investments.
Craft a Compelling Cover Letter: In your cover letter, express your passion for sales and your desire to focus on closing business rather than administrative tasks. Mention how your background aligns with the company's goals and how you can contribute to their growth.
Highlight Relevant Qualifications: Clearly state your Level 4 Qualification in Financial Advising in both your CV and cover letter. This is crucial as it demonstrates your credibility and expertise in providing financial advice.
Showcase Your Sales Skills: Provide specific examples of your sales achievements, particularly in high-net-worth environments. Use metrics to illustrate your success, such as percentage increases in sales or number of new clients acquired.
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Showcase Your Sales Success
Be prepared to discuss your quantifiable sales achievements in detail. Highlight specific examples where you've successfully closed deals, especially in financial services or private wealth management.
✨Demonstrate Financial Knowledge
Since the role requires providing financial advice, brush up on your knowledge of investment strategies and market trends. Be ready to answer questions that test your understanding of financial products and client needs.
✨Build Rapport Quickly
The ability to connect with high-net-worth clients is crucial. Practice your interpersonal skills and think of ways to establish trust and rapport during your initial meetings.
✨Prepare for Role-Specific Scenarios
Anticipate scenario-based questions that may focus on how you would handle specific client situations or objections. This will demonstrate your problem-solving skills and adaptability in a sales environment.
