At a Glance
- Tasks: Meet high-net-worth clients, provide financial advice, and close deals.
- Company: Leading US Asset Management firm with over £200 billion in assets.
- Benefits: £60,000 salary plus commissions, BUPA, dental, and a 14% pension.
- Other info: Enjoy autonomy and extensive support for your first few months.
- Why this job: Focus on selling without the hassle of admin tasks.
- Qualifications: Level 4 Financial Advising qualification and sales experience.
The predicted salary is between 50000 - 65000 £ per year.
- HNW Investment Director
- £60,000 + Comms + BUPA + Dental + Pension (14%)
- Remote
Do you have 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: BBBH17426ABC
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.
StudySmarter Expert Advice🤫
We think this is how you could land Remote HNW Investment Director in Luton
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Grabjobs, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Grabjobs.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Grabjobs.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Grabjobs, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Remote HNW Investment Director in Luton
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Grabjobs want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Grabjobs.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Grabjobs will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Grabjobs. Numbers speak louder than words!
How to prepare for a job interview at Grabjobs
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Grabjobs want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withGrabjobs.
