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For Companies 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 qualification Success selling to high net worth individuals Reference number: BBBH17426A Keywords: Business Development Manager, Sales Manager, Sales, Client Liaison, Private, Financial, Asset, Wealth, Management, Selling, Direct, Sale, Private If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
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 about opportunities or can provide referrals. Personal connections can often lead to valuable introductions.
✨Tip Number 2
Prepare to discuss your quantifiable sales successes in detail during interviews. Be ready to share specific examples of how you've successfully closed deals with high-net-worth individuals, as this will demonstrate your capability and fit for the role.
✨Tip Number 3
Familiarize yourself with the latest trends in asset management and private wealth management. Being knowledgeable about current market conditions and investment strategies will help you build rapport with potential clients and position yourself as a trusted advisor.
✨Tip Number 4
Practice your pitch! Since the role focuses on closing business, having a clear and compelling sales pitch ready will be crucial. Role-play with a friend or mentor to refine your approach and ensure you can confidently communicate your value proposition.
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 direct sales experience, particularly in private wealth management or investments. Emphasize any quantifiable sales success and your Level 4 Qualification in Financial Advising.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for sales and your ability to build rapport with high-net-worth individuals. Mention your desire to focus on closing business rather than administrative tasks.
Highlight Relevant Experience: In your application, clearly outline your experience in financial services and any specific achievements related to client acquisition and asset management. Use metrics to demonstrate your success.
Follow Application Instructions: Ensure you click 'apply now' and submit an up-to-date copy of your CV as instructed. Double-check that all documents are complete and formatted correctly before submission.
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Showcase Your Sales Success
Be prepared to discuss your quantifiable sales achievements, especially in the context of high-net-worth individuals. Use specific examples to illustrate how you've successfully closed deals and generated revenue.
✨Demonstrate Financial Expertise
Highlight your Level 4 Qualification in Financial Advising and any relevant experience in financial investment. Be ready to explain complex financial concepts in a way that is easy for clients to understand.
✨Build Rapport Quickly
Since this role involves meeting potential clients, practice your interpersonal skills. Think about how you can establish trust and rapport quickly during initial meetings, as this will be crucial for winning business.
✨Prepare for Lead Management
Understand the importance of lead qualification and scheduling. Be ready to discuss your approach to managing leads effectively and how you plan to convert them into clients without getting bogged down by administrative tasks.
