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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.