HNW Investment Director
£60,000 + Exceptional commissions + Pension (14%)
Remote
Do you have a background in financial investment and a Level 4 Qualification in Financial Advising? Do you dislike report writing, para-planning, aftercare, and lead flow aspects of your role? Would you rather just close business and make money?
This US Asset Management company has over £200 billion under their management and is focused on continued growth. They are looking for salespeople with a financial services background to come on board and boost their reach.
This role will involve meeting with potential clients, winning business, and providing financial advice. You will be responsible for contacting provided leads and conducting initial meetings, which will require you to provide financial advice for clients and generate strong rapport. You will have the autonomy to manage your desk as you see fit, with extensive support provided for the first 2-4 months.
This role would suit someone with direct sales experience within private wealth management or investments looking for an opportunity to drop all administrative tasks and just sell.
THE ROLE:
1. You will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments.
2. You will meet with prospective clients with the goal of gathering new clients and assets for our firm.
THE PERSON:
1. Quantifiable individual sales success with stock market investors.
2. RDR Level 4 qualification.
3. Success selling to high-net-worth individuals.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will depend on the extent of your experience, qualifications, and skill set.
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