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Private Client Director - Wealth

Sector: Accounts - Professional Services

Location: Central London

Type: Permanent

Ref: BBBH62784_1655453848

Salary: £50000.00 - £60000.00 per annum

This exciting opportunity for a high performing and charismatic Private Client Director with a very strong entrepreneurial nature and drive to succeed. The role's primary responsibilities are business development with HNWI leads and existing clients including face to face interaction, where possible and winning new accounts and assets for the firm. Dedicated portfolio management and client services are primarily responsible for the transition and retention of client relationships as a support function for sales teams.


 

Skills:

CISI/CII RDR Level 4 Qualified sales success with stock market investors
Minimum of five years of success selling to high net worth individuals
Quantifiable track record in closing new investor

 

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