Private Client Manager
London, United Kingdom
Job Description
As a private client manager you will call high-net-worth leads provided, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets.
- Call high-net-worth leads provided, qualifying and scheduling face-to-face appointments.
- Meet with prospective clients with the goal of gathering new clients and assets
- You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships
- Keeping up to date with market trends
- Develop and continue to expand on your client network
- Managing client relationships as a Private client manager in the London office
- Consistent and quantifiable individual sales success with stock market investors
- RDR level 4 qualification
- In depth experience in selling to high net worth individuals
- Quantifiable track record in closing new investor business
- Motivated mindset
- Calculated risk-taker
- Proven closer; outstanding documented sales ability
- High activity orientation and persistent through setbacks
- Ability to connect with a wide array of audiences through dynamic interpersonal skills
- Highly ethical and professional
- Experience in a private client manager role within financial services is desirable
This role offers a competitive salary, uncapped commission and benefits scheme.
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Job Detail
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Job IdJD2974910
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:£50000 per year
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Employment StatusPermanent
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Job LocationLondon, United Kingdom
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EducationNot mentioned