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- Tasks: Engage with high-net-worth individuals and pitch premium property investments.
- Company: Dynamic property investment team with a focus on growth and success.
- Benefits: Competitive salary, uncapped commission, and performance bonuses with six-figure potential.
- Why this job: Join a fast-paced environment where your drive can lead to significant earnings and career progression.
- Qualifications: Sales experience and a passion for building relationships with investors.
- Other info: High-performance culture with clear KPIs and support from senior management.
The predicted salary is between 25000 - 27000 £ per year.
Salary: £25,000–£27,000 basic + uncapped commission & performance bonuses OTE: £80,000+ (Year 1) Six-figure potential for top performers.
We are seeking a highly driven, commercially minded Private Client Advisor to join our growing property investment team. This is a sales-focused role centred around speaking with high-net-worth individuals and sophisticated investors, building relationships, and introducing them to premium property investment opportunities.
If you are competitive, financially motivated, and hungry to build a career in investment management, this role offers significant earning potential and long-term progression.
What You’ll Be Doing:
- Reaching out daily to potential investors via outbound calls through leads
- Engaging and qualifying HNWIs and sophisticated investors
- Delivering a structured investment pitch and developing your own authentic delivery style
- Managing and nurturing a pipeline of investors
- Booking and attending investment consultations
- Following up consistently to convert opportunities into transactions
- Working closely with senior management to close deals
- Maintaining accurate CRM records and pipeline reporting
- Working with clear daily, weekly, and monthly KPIs
This is a high-activity, high-performance environment.
KPIs & Performance Metrics:
- You will be measured on:
- Daily outbound call volume
- Talk time
- Qualified investor appointments booked
- Deals agreed and revenue generated
- Monthly revenue targets
This is not a passive role.
Private Client Advisor in London employer: Monta Capital
Contact Detail:
Monta Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor in London
✨Tip Number 1
Get to know your potential clients before reaching out. Research their interests and investment history so you can tailor your pitch. This personal touch can make all the difference in building that crucial relationship.
✨Tip Number 2
Practice your pitch until it feels natural. We want you to sound confident and authentic when presenting investment opportunities. Role-playing with a friend or colleague can help you refine your delivery style.
✨Tip Number 3
Follow up consistently! Don’t let potential deals slip through the cracks. Set reminders to check in with leads after your initial contact, as persistence often pays off in sales.
✨Tip Number 4
Use our website to apply for the role! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for driven individuals like you who are ready to make an impact in the property investment world.
We think you need these skills to ace Private Client Advisor in London
Some tips for your application 🫡
Show Your Sales Skills: Make sure to highlight any previous sales experience in your application. We want to see how you've successfully engaged with clients and closed deals, especially if you've worked with high-net-worth individuals before.
Be Authentic: When crafting your cover letter, let your personality shine through! We’re looking for someone who can develop their own authentic delivery style, so don’t be afraid to show us who you are and what makes you unique.
Tailor Your Application: Take the time to tailor your CV and cover letter to the Private Client Advisor role. Mention specific skills and experiences that align with the job description, like managing a pipeline of investors or hitting KPIs.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our growing property investment team!
How to prepare for a job interview at Monta Capital
✨Know Your Numbers
Before the interview, brush up on key metrics related to sales and investment management. Be ready to discuss your past performance in terms of call volumes, appointments booked, and revenue generated. This shows you understand the importance of KPIs in a high-performance environment.
✨Master Your Pitch
Practice delivering a structured investment pitch that feels authentic to you. Tailor it to highlight how you can engage high-net-worth individuals. The more comfortable you are with your delivery, the more confident you'll appear during the interview.
✨Show Your Competitive Edge
This role is all about being driven and competitive. Share examples from your past where you've gone above and beyond to achieve targets or close deals. Highlighting your hunger for success will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to property investment and their expectations for the Private Client Advisor role. This not only shows your interest but also helps you gauge if the company aligns with your career goals.