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For Companies At a Glance
- Tasks: Build relationships with high-net-worth clients and drive asset growth.
- Company: Join RMK Talent Solutions, a leader in financial services and client engagement.
- Benefits: Full-time role with competitive earnings and a dynamic work environment.
- Why this job: Be an entrepreneurial force in wealth management and make a real impact.
- Qualifications: Proven sales success and level-4 financial advice qualifications required.
- Other info: Great opportunity for career growth in a supportive team.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Are you a highlyâentrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!
The Day-to-Day
- The primary responsibilities of the Private Client Director are calling highânetâworth leads the firm provides, qualifying and scheduling faceâtoâface appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm.
- This position is highly entrepreneurial and involves warm initial calls and inâperson selling to close business.
- Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising.
Requirements
- Consistent and quantifiable individual sales success with stock market investors.
- Hold minimum levelâ4 financial advice qualifications (CII, CISI or LIB).
- Minimum of five years of success selling to high net worth individuals.
- Quantifiable track record in closing new investor business.
- Strong competitive drive; plays to win and has desire to be successful.
- Goal-oriented and results-focused; "money is a measure of success" mentality.
- Calculated risk-taker; willing to win-some, lose-some.
- Proven closer; outstanding sales ability with documented track record of success.
- Optimistic outlook; sees opportunities not problems.
- Persistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunities.
- High activity orientation and exceptional work ethic.
- Phenomenal interpersonal communication skills; is confident, dynamic and assertive.
Seniority level: MidâSenior level
Employment type: Fullâtime
Job function: Sales and Business Development
Industries: Financial Services, Investment Advice, and Investment Management
Private Client Advisor in London employer: RMK Talent Solutions - 0131 220 9041
Contact Detail:
RMK Talent Solutions - 0131 220 9041 Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Private Client Advisor in London
â¨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and donât be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that arenât even advertised.
â¨Tip Number 2
Practice your pitch! Youâll want to be ready to impress when you get those warm leads. Prepare a concise and engaging introduction about yourself and what you bring to the table as a Private Client Advisor. Confidence is key, so rehearse until it feels natural.
â¨Tip Number 3
Follow up like a champ! After meeting someone or having a conversation, send a quick thank-you note or message. It shows youâre keen and keeps you top of mind. Plus, itâs a great way to reinforce that personal connection youâre building.
â¨Tip Number 4
Apply through our website! Weâve got loads of resources to help you land that Private Client Advisor role. Plus, applying directly shows your enthusiasm and commitment. Donât miss out on the chance to be among the first applicants!
We think you need these skills to ace Private Client Advisor in London
Some tips for your application đŤĄ
Show Your Entrepreneurial Spirit: In your application, let us see that entrepreneurial flair! Share examples of how you've built relationships and closed deals in the past. We want to know how you can bring that energy to the Private Client Advisor role.
Highlight Your Sales Success: Make sure to include quantifiable achievements in your sales history. Numbers speak volumes, so if you've hit targets or closed significant deals, shout about it! We love a good success story.
Tailor Your Application: Donât just send a generic CV and cover letter. Tailor your application to reflect the specific skills and experiences that match the job description. We appreciate when candidates take the time to connect their background with what weâre looking for.
Apply Through Our Website: We encourage you to apply directly through our website. Itâs the best way for us to receive your application and ensures youâre considered for the role. Plus, it shows youâre serious about joining our team!
How to prepare for a job interview at RMK Talent Solutions - 0131 220 9041
â¨Know Your Numbers
Before the interview, brush up on your sales metrics and achievements. Be ready to discuss specific figures that showcase your success in closing deals and managing high-net-worth clients. This will demonstrate your quantifiable track record and show that youâre results-focused.
â¨Showcase Your Relationship-Building Skills
Since this role is all about building relationships, prepare examples of how you've successfully engaged with prospects in the past. Think of stories where your interpersonal skills made a difference in closing a deal or retaining a client.
â¨Prepare for Scenario Questions
Expect questions that assess your ability to handle challenges and setbacks. Prepare to discuss how you've turned losses into learning opportunities and how you maintain a positive outlook even when things donât go as planned.
â¨Demonstrate Your Entrepreneurial Spirit
This role requires a highly entrepreneurial mindset. Be ready to share instances where you took calculated risks or initiated new strategies to drive sales. Highlight your competitive drive and how it has led to your success in previous roles.
