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- Tasks: Engage high-net-worth clients through calls and face-to-face meetings to grow the client base.
- Company: Join Barbara Houghton Associates Limited, a dynamic firm focused on wealth management.
- Benefits: Enjoy a supportive team environment with dedicated portfolio management and client service groups.
- Why this job: This role offers entrepreneurial freedom and the chance to make a real impact in clients' lives.
- Qualifications: 5+ years of sales experience with high-net-worth individuals and a proven track record in closing deals.
- Other info: This is a permanent position based in London, requiring an EU work permit.
The predicted salary is between 48000 - 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 to gather 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 handle the transition and retention of client relationships, allowing you to focus on selling.
Your Qualifications:
- Consistent and quantifiable individual sales success with stock market investors.
- 5+ years of success selling to high-net-worth individuals.
- Quantifiable track record in closing new investor business.
- Proven closer with outstanding documented sales ability.
- High activity orientation and persistence through setbacks.
- Ability to connect with diverse audiences through dynamic interpersonal skills.
Private Client Director, RDR Level 4 employer: Job Traffic
Contact Detail:
Job Traffic 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 can lead to referrals and opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with potential clients and showcase your expertise. Share insights on market trends and investment strategies to position yourself as a knowledgeable resource.
✨Tip Number 3
Prepare for face-to-face meetings by researching your prospects thoroughly. Understand their financial backgrounds and tailor your pitch to address their specific needs and goals, demonstrating your commitment to their success.
✨Tip Number 4
Practice your sales techniques regularly. Role-play scenarios with colleagues or mentors to refine your approach and build confidence in closing deals with high-net-worth clients.
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 experience in sales, particularly with high-net-worth individuals. Use quantifiable achievements to demonstrate your success and skills relevant to the Private Client Director role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and ability to connect with clients. Mention specific examples of your past successes in closing deals and how you can bring value to the firm.
Highlight Relevant Qualifications: Clearly outline your qualifications, especially your RDR Level 4 certification. This is crucial for the role, so ensure it stands out in your application.
Showcase Interpersonal Skills: In your application, emphasise your dynamic interpersonal skills. Provide examples of how you've successfully engaged with diverse audiences and built strong client relationships in previous roles.
How to prepare for a job interview at Job Traffic
✨Showcase Your Sales Success
Be prepared to discuss your quantifiable sales achievements in detail. Highlight specific examples of how you've successfully closed deals with high-net-worth individuals, as this role heavily relies on proven sales ability.
✨Demonstrate Your Interpersonal Skills
Since the position requires connecting with diverse audiences, practice articulating how you build relationships. Share anecdotes that illustrate your dynamic interpersonal skills and how they have helped you in previous roles.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing exercises during the interview. Prepare to demonstrate your approach to qualifying leads and scheduling appointments, as well as how you would handle objections from potential clients.
✨Research the Company and Market Trends
Familiarise yourself with Barbara Houghton Associates Limited and their client base. Understanding current market trends and challenges faced by high-net-worth individuals will allow you to speak knowledgeably and show your enthusiasm for the role.
