Private Client Director, RDR Level 4

1 month ago


City of 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.

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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