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- Tasks: Engage with potential clients and close new business in wealth management.
- Company: Prominent wealth management firm focused on client acquisition.
- Benefits: Competitive compensation with performance-based earnings and support.
- Why this job: Specialise in new business without the hassle of compliance and admin.
- Qualifications: Experience as an IFA or Wealth Manager with a focus on client acquisition.
- Other info: Opportunity to thrive in a dynamic and supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
A prominent wealth management firm is looking for a Director focused on new client acquisition, eliminating the burdens of ongoing compliance and relationship management. The role allows you to engage with potential clients and close new business while leveraging comprehensive planning and compliance support.
This opportunity is perfect for IFAs or Wealth Managers who want to specialize in new business without the administrative headaches, offering competitive compensation with performance-based earnings.
Private Client Acquisition Director - Wealth Management in London employer: H-Squared
Contact Detail:
H-Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Acquisition Director - Wealth Management in London
✨Tip Number 1
Network like a pro! Get out there and connect with potential clients and industry peers. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in client acquisition and wealth management. Share insights, write articles, or even host webinars to demonstrate your knowledge and attract attention from firms looking for someone just like you.
✨Tip Number 3
Prepare for interviews by practising your pitch. You want to convey not just your experience but also your passion for helping clients achieve their financial goals. Be ready to discuss how you can bring value to the firm and make their lives easier without the admin hassle.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and follow up on them.
We think you need these skills to ace Private Client Acquisition Director - Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client acquisition and wealth management. We want to see how you've successfully engaged with clients and closed deals, so don’t hold back on those achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. We love seeing passion and personality, so let us know what excites you about the opportunity to specialise in new business.
Showcase Your Skills: In your application, emphasise your skills in comprehensive planning and compliance support. We’re looking for someone who can hit the ground running, so make sure we know you’ve got what it takes!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at H-Squared
✨Know Your Numbers
As a Private Client Acquisition Director, you'll need to demonstrate your understanding of client acquisition metrics. Brush up on your previous performance stats and be ready to discuss how you've successfully attracted new clients in the past.
✨Showcase Your Relationship Skills
Even though this role focuses on new business, relationship management is still key. Prepare examples of how you've built rapport with clients and how you can leverage those skills to attract new clients without the administrative burdens.
✨Understand Compliance Inside Out
Since the firm offers comprehensive planning and compliance support, it’s crucial to show that you understand these processes. Familiarise yourself with current compliance regulations and be ready to discuss how you would navigate them while focusing on client acquisition.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities in client acquisition. Think about potential challenges you might face in this role and prepare thoughtful strategies to overcome them, showcasing your proactive approach.
