Private Client Portfolio Manager
5 days ago
We pride ourselves on being a leader in investment management, with a focus on providing unmatched service and taking a personalized approach to investing.
We achieve this through a simple and transparent fee structure and recognized European custodians.
Investment Director Role:As an Investment Director, you will play a crucial role in meeting with prospective clients and gathering new clients and assets for our firm.
This position involves a combination of warm initial calls and in-person sales to close business.
You will be supported by a dedicated portfolio management and client service groups who manage the transition and retention of client relationships.
Responsibilities:- Meet with prospective clients to gather new clients and assets for the firm
- Closing business through warm initial calls and in-person sales
- Working closely with portfolio management and client service groups to manage client relationships
To succeed in this role, you will need to have consistent and quantifiable individual sales success with stock market investors.
A RDR level 4 qualification is also required, as well as 5 years of experience selling to high net worth individuals.
You should have a proven track record in closing new investor business and be motivated to set and reach goals.
A calculated risk-taker, you will be willing to win-some, lose some.
You will also need to be a proven closer with outstanding documented sales ability and optimistic outlook.
Compensation:- The estimated salary for this role is around £80,000 - £120,000 per annum
- Bonus scheme available based on performance
- Ongoing training and development opportunities
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