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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 add value to potential clients during meetings.
✨Tip Number 3
Practice your pitch! Since the role focuses on closing business, being able to confidently present your ideas and solutions is crucial. Role-playing with a friend or mentor can help you refine your approach and boost your confidence.
✨Tip Number 4
Stay updated on market trends and economic news that could impact high-net-worth clients. Being knowledgeable about current events will not only help you in conversations but also position you as a trusted advisor in the eyes of potential clients.
We think you need these skills to ace UK Private Client Director
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your background in financial investment and any direct sales experience you have. Use specific examples of your success in closing deals and building client relationships.
Showcase Your Qualifications: Clearly mention your Level 4 Qualification in Financial Advising. This is crucial for the role, so ensure it stands out in your CV and cover letter.
Tailor Your Application: Customize your CV and cover letter to reflect the job description. Focus on your ability to generate leads, conduct meetings, and provide financial advice, as these are key aspects of the role.
Express Your Motivation: In your cover letter, convey your enthusiasm for the opportunity to focus solely on sales without administrative tasks. Explain why this aligns with your career goals and how you can contribute to the company's growth.
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 mock interviews.
✨Prepare for Role-Specific Scenarios
Anticipate scenario-based questions that may relate to handling objections or closing techniques. Prepare structured responses that demonstrate your problem-solving abilities and sales acumen.
