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Private Client Portfolio aquisition

Alexander Lort
Job LocationLeeds
EducationNot Mentioned
Salary£60,000 - £120,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

As a private client director, you will present the company investment solutions to high-net-worth individuals, helping educate each on how the firm’s approach might better fit their needs.This highly lucrative sales role allows you to work remotely from a home office as you cover your local area, but you will be supported by a massive amount of resources in the corporate offices including personal sales support, client service teams, world class marketing and more. The great news is people from your area approach the company for financial information, providing you with a 100% lead-flow. The successful PCD will not only quickly identify the prospects they can help, but the ones they can’t. You’ll succeed if you have the motivation to go the extra-mile, to take that extra step and reach that much further to make that one extra phone call and finish your day with the same enthusiasm you started with. This position is not easy—nothing worthwhile is—but the rewards, both financially and emotionally, are available for those who earn them.Responsibilities

  • Call and meet with individuals who have requested information and make the initial assessment if they can be helped, and then analyse their situation in depth and provide the company’s investment management solutions when appropriate
    • Educate and persuade the qualified individuals to make them comfortable with the company to manage their wealth.Your Qualifications
  • We’re looking for someone who is highly competitive, goal oriented, and can sustain high levels of activity (both via phone conversations and in-person meetings).
  • Current Level 4 qualification as a minimum.
  • Minimum of five years of specifically selling to HNW investors with a quantifiable track record of individual success attaining new investor business.
  • Comfortable with an employed position with benefits and happy to be rewarded with no earnings cap on the non-fixed and transparent reward structure,
  • Successful candidates will probably have a track record of six-figure earnings in each of the past 3 years.
    • This global organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!
  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependants*
  • 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 9% company pension contribution with an additional company match up to 5%
  • Two pension contributions methods to choose from
  • Monthly gym subsidy
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Cyclescheme programme
  • Voluntary travel insurance (winter and non-winter sports option)
  • A supportive, collaborative working environment
  • Employee appreciation events
  • Ongoing training and educational support
  • Enhanced maternity pay subject to 12-months continuous service
    • Salary 60k plus benefits and production bonus uncapped travel expensiswe seek 5 individuals Located from Birmingham to the North Required skills
  • Financial Services
  • Investment
  • Wealth Management
  • Expert Advisor

    • Keyskills :
    Financial Services Investment Wealth Management Expert Advis

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