Private Client Advisor

JR France; Paris; Sur place; EUR 50 000 - 80 000; Plein temps

Résumé du poste

A leading investment manager in France seeks to expand operations by hiring Senior Sales agents. Ideal candidates will have a strong track record in sales, exceptional interpersonal communication skills, and a desire to excel in a competitive environment, focusing on high-net-worth clients.

Qualifications

• 5+ years’ experience as a financial advisor, private client sales, or sales executive.

Responsabilités

• Call high-net-worth leads, qualify and schedule appointments.
• Meet with prospective clients to gather new clients and assets.
• Focus on bringing in new private clients with assets over 350,000 Euros.

Connaissances

Strong competitive drive

Goal-oriented and results-focused

Outstanding sales ability

Exceptional work ethic

Phenomenal interpersonal communication skills

Highly ethical and professional

Description du poste

I'm currently working with a Global Investment Manager who are looking to grow their operations in France by onboarding a number of Senior Sales agents to the team. They are looking for individuals that are extremely passionate about sales, goal-orientated and have the desire to outperform all competition.

The primary responsibilities of the Private Client Adviser 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.

Key Responsibilities / Tasks

• Strong competitive drive; plays to win and has desire to be #1
• Goal-oriented and results-focused; “money is a measure of success” mentality
• Calculated risk-taker; willing to win-some, lose some
• Proven closer; outstanding sales ability with documented track record of success
• Optimistic outlook; sees opportunities not problems
• Persistence under adversity; accepts personal responsibility for failures and treats “losses” as learning opportunities
• High activity orientation and exceptional work ethic—live to work (rather than work to live) mentality
• Phenomenal interpersonal communication skills; is confident, dynamic and assertive
• Highly ethical and professional
• Focus on bringing on new private clients with liquid assets of more than 350,000 Euros

Key Qualifications / Experience

• 5+ years’ experience in a similar role as a financial advisor / private client sales / sales executive

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