Private Client Director, RDR Level 4

Barbara Houghton Associates Limited; Greater London; On-site; GBP 125,000 - 150,000

Job description

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
• 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

Seniority level

• Director

Employment type

• Full-time

Job function

• Business Development

Industries

• Investment Management