Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!
The Day-to-Day
: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 you to focus mainly on asset raising
What are they seekin
* g?Consistent and quantifiable individual sales success with stock market investo
* rsHold minimum level-4 financial advice qualifications (CII, CISI or LIB
* F)Minimum of five years of success selling to high net worth individua
* lsQuantifiable track record in closing new investor busine
* ssStrong competitive drive; plays to win and has desire to be
* #1Goal-oriented and results-focused; “money is a measure of success” mentali
* tyCalculated risk-taker; willing to win-some, lose so
* meProven closer; outstanding sales ability with documented track record of succe
* ssOptimistic outlook; sees opportunities not proble
* msPersistence under adversity; accepts personal responsibility for failures and treats “losses” as learning opportuniti
* esHigh activity orientation and exceptional work eth
* icPhenomenal interpersonal communication skills; is confident, dynamic and asserti
ve