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For Companies At a Glance
- Tasks: Convert warm leads into clients through calls and face-to-face meetings.
- Company: Join a global wealth management firm focused on business development.
- Benefits: Enjoy remote work, top-tier health plans, generous leave, and gym subsidies.
- Why this job: Be part of an entrepreneurial team with a focus on sales success and client relationships.
- Qualifications: Must have RDR level 4 qualification and 5+ years selling to high-net-worth individuals.
- Other info: Work in a supportive environment with ongoing training and employee appreciation events.
The predicted salary is between 54000 - 84000 £ per year.
Our client is a global wealth management business that is hiring for their business development team. You will work remotely in the United Kingdom and be tasked with converting warm leads of prospective investors into clients of the firm. This is a business development role that requires a minimum RDR level 4 qualification and a background selling into a high-net-worth client base/private clients., As a Private Client Director, you will call high-net-worth leads, qualifying and scheduling face-to-face appointments. You will 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. You will report to the Managing Director.
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
Motivated mindset to set and reach goals: "money is a measure of success"
Calculated risk-taker; willing to win-some, lose some
Proven closer; outstanding documented sales ability
Optimistic outlook; see failures as opportunities to improve and find solutions
High activity orientation and persistent through setbacks
Ability to connect with a wide array of audiences through dynamic interpersonal skills
Highly ethical and professional
100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for
employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid
holidays
Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
£10,000* fertility, hormonal health and family-forming benefit
A retirement pension plan, featuring a 9% company contribution of base pay with an additional company
match of up to 5% of base pay on personal contributions
Gym subsidy of up to £50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practises ongoing training, educational support and employee
appreciation events
Private Wealth Client Acquisition Director employer: Lawson Chase
Contact Detail:
Lawson Chase Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Client Acquisition Director
✨Tip Number 1
Familiarize yourself with the latest trends in wealth management and high-net-worth client acquisition. This knowledge will help you engage in meaningful conversations with potential clients and demonstrate your expertise.
✨Tip Number 2
Network within the wealth management community. Attend industry events, webinars, or local meetups to connect with other professionals and potential leads. Building relationships can lead to warm introductions and opportunities.
✨Tip Number 3
Develop a strong personal brand on platforms like LinkedIn. Share insights, articles, and success stories related to wealth management to position yourself as a thought leader in the field, attracting high-net-worth individuals.
✨Tip Number 4
Practice your pitch and closing techniques regularly. Role-playing scenarios with colleagues or mentors can help you refine your approach and boost your confidence when meeting prospective clients.
We think you need these skills to ace Private Wealth Client Acquisition Director
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in business development, particularly with high-net-worth clients. Use specific examples of your past successes in converting leads into clients and closing deals.
Showcase Your Qualifications: Clearly state your RDR level 4 qualification and any other relevant certifications. This will demonstrate that you meet the minimum requirements for the role and are serious about your professional development.
Demonstrate Your Sales Success: Include quantifiable achievements in your application. For instance, mention the percentage of leads converted or the total assets gathered in previous roles to showcase your proven track record.
Express Your Entrepreneurial Spirit: Convey your motivation and entrepreneurial mindset in your cover letter. Discuss how you approach challenges and setbacks as opportunities for growth, aligning with the company's values.
How to prepare for a job interview at Lawson Chase
✨Showcase Your Sales Success
Be prepared to discuss your quantifiable sales achievements in detail. Highlight specific examples of how you've successfully converted high-net-worth leads into clients, as this role heavily relies on proven sales ability.
✨Demonstrate Your Entrepreneurial Spirit
This position is highly entrepreneurial, so convey your motivation and willingness to take calculated risks. Share instances where you've taken initiative in previous roles to achieve business goals.
✨Connect with Your Audience
Your interpersonal skills are crucial for this role. Practice how you can connect with diverse audiences, especially high-net-worth individuals. Be ready to demonstrate your ability to build rapport quickly during the interview.
✨Emphasize Ethical Standards
Given the nature of wealth management, it's important to highlight your commitment to ethical practices. Prepare to discuss how you maintain professionalism and integrity in your sales approach, as this will resonate well with the firm's values.
