HNW Investment Director
£60,000 + Exceptional comms + Pension (14%)
Remote
Do you have a background within financial investment & a Level 4 Qualification in Financial Advising? Do you dislike report writing, paraplanning, 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 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 autonomy to work your desk as you see fit, with extensive support provided for the first 2-4 months.
THE ROLE:
You will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm.
THE PERSON:
- Quantifiable individual sales success with stock market investors
- RDR level 4 qualification
- Success selling to high net worth individuals
Reference number: BBBH17426G
Keywords: Business Development Manager, Sales Manager, Sales, Client Liaison, Private, Financial, Asset, Wealth, Management, Selling, Direct, Sale, Private
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 be dependent on the extent of your experience, qualifications, and skill set.
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