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Private Client Director, RDR Level 4

Posted 7 days ago

  • Clerkenwell, Greater London
  • Any
  • External
  • Expires In 3 months
Our client is looking for a Private Client Director, RDR Level 4 to join their team on a permanent basis in London. Role and Responsibilities: Call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. 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. Your Qualifications: 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 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 For more information on this role please contact Tony Ward quoting ref 16763TW #J-18808-Ljbffr
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