RMK Talent Solutions - 0131 220 9041
Private Client Advisor
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Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!
The Day-to-Day
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 you to focus mainly on asset raising.
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What are they seeking?
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- Consistent and quantifiable individual sales success with stock market investors
- Hold minimum level-4 financial advice qualifications (CII, CISI or LIBF)
- 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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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