Private Client Director

Our client, a multinational investment firm, is looking to recruit a Private Client Director to sell their discretionary asset management solutions to HNW clients. Candidates must be CFA level 4 qualified and have a successful sales track record, managing relationships and closing business with HNWI.

 

Opportunities exist in cities north of Birmingham, including Scotland.

 

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. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. 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.

 

The firm has a long history of managing global investments and offers portfolio management tailored to clients’ long-term goals. The firm uses a transparent fee structure that aligns their interests with their clients’ priorities.

 

Your Qualifications:

  • CFA level 4 qualified
  • Consistent and quantifiable individual sales success (private banker / wealth manager) with stock market investors
  • Significant success selling to high net worth individuals
  • Quantifiable track record in closing new investor business
  • Goal-oriented and results-focused;
  • Proven closer; outstanding sales ability with documented track record of success
  • High activity orientation and exceptional work ethic
  • Phenomenal interpersonal communication skills; is confident, dynamic and assertive

Salary:

£60K basic, commission uncapped. Typical OTE: 1st year £100k-£150k, 2nd year £150k-£200k, 3rd year and beyond = £200k-£500k

Benefits include:

  • Highly lucrative compensation structure within an entrepreneurial setting
  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • 28 days annual leave, increasing to 30 after 5 years of service, with 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 contributions methods to choose from
  • Monthly gym subsidy
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Cycle scheme programme
  • Voluntary travel insurance (winter and non-winter sports option)
  • A supportive, collaborative working environment
  • Employee appreciation events 
  • Ongoing training and educational support
  • Enhanced maternity pay subject to 12-months continuous service

Please send your CV to m.collins@eurolondon.com

 

Please note that only shortlisted candidates will be contacted.

Berater

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Megan Collins

Equipe : Paris

Spécialisée en : Recrutement de profils internationaux pour le marché français.

Consultante à Euro London depuis : 1999

A propos de moi :  Megan a ouvert le bureau français d’Euro London à Paris en 2001 puis en a pris la direction jusqu’en 2005. Elle a ensuite travaillé en interne pour le cabinet d’avocats Freshfields Bruckhaus Deringer où elle s’est spécialisée en recrutement d’avocats, commerciaux et professionnels du marketing. Revenue au cabinet Euro London en 2011, elle s’est concentrée sur les postes internationaux pour le marché français. Megan est bilingue Français/Anglais.

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