Private Client Director, RDR Level 4
4 weeks ago
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 16726TW
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