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.
Role overview
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.
Skills, Knowledge & Experience
● 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
Additional Information & Benefits
● 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