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High Net Worth Sales Manager

2 months ago

London, Greater London, United Kingdom Tate Recruitment Full time

Job Summary:

The Private Client Director is a highly entrepreneurial role that involves building relationships with high-net-worth clients and prospects. As a key member of the Tate Recruitment team, you will be responsible for calling high-net-worth leads, qualifying and scheduling face-to-face appointments, and meeting with prospective clients to gather new business for the firm.

Key Responsibilities:

  • Develop and execute a sales strategy to acquire new high-net-worth clients and assets for the firm.
  • Build and maintain strong relationships with existing clients and prospects to drive business growth.
  • Collaborate with the portfolio management and client service teams to ensure seamless client onboarding and retention.
  • Meet or exceed sales targets and revenue goals.
  • Stay up-to-date with industry trends and market developments to provide expert advice to clients.

Requirements:

  • Proven track record of success in sales, with a focus on high-net-worth individuals.
  • Strong understanding of the financial services industry and its trends.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Goal-oriented and results-driven, with a strong desire to succeed in a fast-paced sales environment.
  • Ability to work independently and as part of a team, with a strong sense of accountability and ownership.

What We Offer:

  • A highly lucrative compensation structure, with a base salary of £60,000 and an OTE of £120,000 to £150,000.
  • 100% coverage of supplemental medical and dental premiums for you and your qualified dependents.
  • 28 days annual leave, increasing to 30 after 5 years of service, with the ability to purchase up to 3 additional days.
  • Annual health screening for you and your qualified dependents.
  • 9% company pension contribution, with an additional company match up to 5%.
  • Two pension contribution methods to choose from.
  • Monthly gym subsidy.
  • Interest-free season ticket loan available for purchase upon 6 months of employment.