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- Tasks: Engage high-net-worth clients through calls and face-to-face meetings to grow the client base.
- Company: Join a dynamic firm focused on wealth management and client success in London.
- Benefits: Enjoy a supportive team, competitive salary, and opportunities for professional growth.
- Why this job: This role offers entrepreneurial freedom and the chance to make a real impact in clients' lives.
- Qualifications: RDR Level 4 qualification and 5+ years of sales experience with high-net-worth individuals required.
- Other info: Ideal for driven individuals who thrive in a fast-paced, results-oriented environment.
The predicted salary is between 43200 - 72000 £ per year.
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
Contact Detail:
Barbara Houghton Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director, RDR Level 4
✨Tip Number 1
Network with professionals in the finance and investment sectors. Attend industry events, seminars, or webinars where high-net-worth individuals might be present. Building relationships in these circles can lead to valuable referrals and insights.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share relevant content that demonstrates your knowledge of the market and engages high-net-worth individuals.
✨Tip Number 3
Practice your pitch and refine your selling techniques. Role-playing scenarios with a colleague can help you prepare for face-to-face meetings, ensuring you can effectively communicate your value proposition to prospective clients.
✨Tip Number 4
Stay updated on market trends and investment opportunities that appeal to high-net-worth individuals. Being knowledgeable about current events and financial products will help you build credibility and trust during your calls and meetings.
We think you need these skills to ace Private Client Director, RDR Level 4
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales achievements, particularly with high-net-worth individuals. Use quantifiable metrics to demonstrate your success and include your RDR Level 4 qualification prominently.
Craft a Compelling Cover Letter: In your cover letter, emphasise your entrepreneurial spirit and ability to connect with clients. Share specific examples of how you've successfully closed deals in the past, showcasing your interpersonal skills.
Highlight Relevant Experience: When detailing your work history, focus on roles where you sold to high-net-worth clients. Discuss your strategies for qualifying leads and closing sales, as this aligns closely with the job's responsibilities.
Proofread and Edit: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in this role.
How to prepare for a job interview at Barbara Houghton Associates Limited
✨Showcase Your Sales Success
Be prepared to discuss your previous sales achievements in detail. Highlight specific examples where you've successfully closed deals with high-net-worth individuals, as this will demonstrate your capability and experience in the role.
✨Demonstrate Your Interpersonal Skills
Since the role requires connecting with a diverse range of clients, practice showcasing your interpersonal skills during the interview. Use examples from past experiences where you effectively built relationships and engaged clients.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing exercises that simulate client interactions. This is a chance to demonstrate your selling techniques and how you handle objections, so practice these scenarios beforehand to feel confident.
✨Research the Firm Thoroughly
Understand the firm's values, services, and target clientele. Being knowledgeable about the company will not only help you answer questions more effectively but also allow you to ask insightful questions that show your genuine interest in the position.
