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Negotiable
Our client is looking for a Private Client Director, RDR Level 4 to join their team on a permanent basis. This is a remote role
Please note that only candidates with RDR Level 4 qualification will be taken into consideration, if you dont hold this qualification please do not apply
As a Private Client Director, you will call HNW leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets.
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. The role will report to the Managing Director
Skills and Knowledge:
Consistent and quantifiable individual sales success with stock market investors
RDR level 4 qualification
5
years of success selling to HNW
Quantifiable track record in closing new investor business
Motivated mindset to set and reach goals
Calculated risk-taker
Proven closer; outstanding documented sales ability
High activity orientation and persistent through setback Ability to connect with a wide array of audiences through dynamic interpersonal skills
Highly ethical and professional
For more information on this role please contact Tony Ward by sending your CV to tonyward@bhal.co.uk and quoting ref 16938TW
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