My Shortlist

Your shortlisted jobs will appear here. To view your shortlist, please login or register

More Jobs Like This
DATE ADDED: Thu 09/01/2020

Private Client Director

London, UK


JOB TYPE: Permanent, FullTime

SALARY: Competitive

Redstone Private Banking Search are currently working with a Global Investment Manager who are looking to grow their operations in the UK by onboarding a number of private client directors to the team. They are looking for individuals that are extremely passionate about sales, goal-orientated and have the desire to outperform all competition. This is part of a 2020 growth strategy to further develop their European coverage.

Key Responsibilities / Tasks

  • Increase the company’s assets under management by converting prospect leads to become clients of the business. You will be targeting UK Domestic HNWI’s with a minimum of 350,000 GBP to invest.
  • Offer a personal service to each prospect client that is looking to invest. 
  • High volume of new business development using various consultative selling techniques; cold calling, warm calling and face to face meetings.
  • Regular travel to meet with all new prospect clients, working towards monthly and yearly targets related to new client acquisition 
  • Representing the client as a full time exclusive tied agent 

Key Qualifications / Experience 

  • Must be level 4 RDR qualified
  • 5+ years’ experience in a similar role as a financial advisor / private client sales / sales executive etc. with a prior track record of client development and asset acquisition.
  • Located in UK (preferable) or happy to relocate
  • Fluent in English
  • Role reports Managing Director UK