Private Client Director - Remote - £65k

£65,000 yearly
  • Integrity Talent Solutions
  • Remote
  • 24/04/2024
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Our client a leading Investment House are looking for an experienced RDR level 4 qualified Financial Adviser who is used to dealing with HNW and UHNW individuals for a Private Client Director role.
The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face 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 in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling salespeople to focus mainly on selling.
Your Qualifications:

  • RDR level 4 qualified (DipFA/ DipPFS/ IAD)
  • Consistent and quantifiable individual sales success with stock market investors
  • 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 #1
  • 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

If this sounds like you...