Engagement Manager

3 weeks ago


United Kingdom Financial Planning Firm Full time

Our client a leading Investment House are looking for an experienced RDR level 4 qualified Financial Adviser who is used to dealing with HNW and UHNW individuals for a Private Client Director role.
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. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling salespeople to focus mainly on selling.
Minimum of five years of success selling to high net worth individuals
Calculated risk-taker; accepts personal responsibility for failures and treats “losses” as learning opportunities


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