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