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Client Manager

4 months ago

London, United Kingdom Barbara Houghton Associates Full time

Our client is looking for a Private Client Director, RDR Level 4 to join their team on a permanent basis in London.
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.
* 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.
5+ years of success selling to high net worth individuals
*