Private Client Director, Global Investment Co.
Our client, a market leading and dynamic Wealth Management business, provide advice to both Institutional and Private Clients. With around £45 billion of assets under management around the world of which c£2b billion sits in the UK. To support this growth, we are now looking to recruit a number of Private Client Directors to strategic locations across the UK.
Based from home, you will be meeting HNW/UHNW private clients within your geographical location through a combination of booked appointments, leads and networking. Your remit will be to meet with new clients, ascertain their needs, objectives, risk tolerance and recommend an appropriate Discretionary Investment Portfolio. There is a minimum entry requirement of £250,000 of investible assets to gain access to this service and so you can be certain of client quality.
You must have
Existing and successful Private Client Directors have several things in common and we are seeking the same attributes in you:
- Level 4 qualified with ability to hold CF30 status
- Comfortable working remotely and managing your time effectively
- Highly personable
- Strong commercial acumen with the drive and desire to win new client mandates
- Ability to close
- Tenacious, highly motivated and client centric
- A proven track record of high achievement and excellent business figures
You will likely be an existing IFA with an Investment bias, a Stockbroker, Intermediary BDM or an offshore wealth manager returning to the UK, above all you must hold level 4 and be able to operate as a CF30.
Salary & Benefits
The salary for this role is to £60,000 per annum based on experience. A market leading bonus scheme is in place. Earnings in year 1 should exceed six figures and top performers in the company earn £200,000+. The business will invest heavily in ensuring your success with ongoing professional development, centralised administration, booked appointments and ongoing leads.