Senior Sales - Wealth & Asset Management

LJM Recruitment ,
London, Greater London
More Details
Job Type: Full-time
Salary: £70,000 per annum

Overview

What you’ll do at this company Prospecting | Contacting WARM high-net-worth leads that the company provides Qualifying | Understand the clients current portfolio needs Appointments | Scheduling and attending meetings with clients Generating Referrals | To introduce the company services to a person within their network Closing | Find and commit HNW clients to the company What person are we looking for? An ambitious, resilient and determined person with the willingness to continuously develop would outline your personality along with a positive can-do attitude. Having excellent verbal & written communication skills is essential, as is a good telephone manner. A goal-oriented and results focused mentaility with an optimistic outlook that sees opportunities, not problems. Preferred Experience & Qualifications 2-10 years success selling to HNW Track Record of closing new business Level 4 RDR - Essential Driving License If you have the following its a plus… Management experience Experience in selling to institutional clients A bit more about the role 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 salespeople to focus mainly on selling. The Company Servicing over 70,000 clients. It operates in 19 countries worldwide, including the U.S., Canada, UK, Germany, Netherlands, Denmark, Spain, Italy, France, Belgium, Sweden, Norway, Austria, Switzerland, Ireland, Luxembourg, Dubai, Japan and Australia. As of 31/12/2019, the organisation managed assets valued at over £91 billion—over £56 billion for North American private investors, over £25 billion for institutional investors and over £8 billion for European private investors. We are a leading Foreign Exchange & Fintech Recruitment agency specialising in UK & European recruitment solutions. From Fintech start-ups to established corporate payment companies, we service an extensive portfolio of clients in the UK, Europe & UAE. Our industry reach covers contract & permanent hires for companies in; • Foreign Exchange • Payments • Cards • Retail Banks • Challenger Banks • Private Banks We know how difficult the job market can truly be. That is why our team of experts does everything in its power to take the pressure off. Contact us to jumpstart your career and make the process a simple as it can be. Recruiting for Graduates to Senior Executive positions in; • Sales & Dealing • Technology • Banking Services • Operations & Client Services • Projects & Strategy

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