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Permanent

HNW Investment Director

City
money-bag 55000.00-55000.00 Annual
2930615536
Posted 1 week ago

HNW Investment Director 60,000 + Comms + BUPA + Dental + Pension (14%)RemoteDo you have a Level 4 Qualification in Financial Advising?Do you hate the report writing, para planning, after care and lead flow aspects of your role?Would you rather just close business and make money?This US Asset Management company has over 200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Services background to come on board and boost their reach.This role will involve meeting with potential clients, winning business over and providing financial advice. You will be responsible for contacting provided leads and conducting initial meetings, this will require providing financial advice for clients and generating strong rapport. You will have autonomy to work your desk how you see fit with extensive support provided for 1st 2-4 months.This role would suit somebody with direct sales experience within private wealth management OR investments looking for an opportunity to drop all administrative tasks and just sell, sell, sell.THE ROLE:You will call high-net-worth 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 for our firm. THE PERSON:Quantifiable individual sales success with stock market investorsRDR level 4 qualificationSuccess selling to high net worth individuals Reference number: BBBH17426ABCIf you''re interested

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