HNW Investment Director

Ernest Gordon Recruitment Limited; Manchester; Remote; GBP 60,000 - 70,000; Full time

Job summary

An innovative firm is seeking a dynamic HNW Investment Director to focus on client acquisition and sales without the distractions of report writing or lead management. This role offers the opportunity to work with high-net-worth individuals, providing tailored financial advice and securing new business. With a strong emphasis on direct sales experience in private wealth management, you will enjoy autonomy in managing your desk while receiving extensive support during the initial months. Join a leading US Asset Management company and play a key role in expanding their reach in the financial services sector.

Benefits

Commissions

BUPA

Dental Insurance

Pension (14%)

Qualifications

• Proven sales success with stock market investors.
• Experience selling to high-net-worth individuals.

Responsibilities

• Qualify high-net-worth leads and schedule appointments.
• Meet clients to gather new business and assets.

Skills

Client Acquisition

Sales Experience

Financial Advising

Education

Level 4 Qualification in Financial Advising

Job description

HNW Investment Director

Salary: 60,000 + Commissions + BUPA + Dental + Pension (14%)

Location: Remote

Qualifications

• Do you have a Level 4 Qualification in Financial Advising?

Role Overview

Are you someone who prefers to focus solely on client acquisition and sales, avoiding report writing, paraplanning, aftercare, and lead management?

Our US Asset Management company manages over 200 billion and is expanding. We are seeking sales professionals with a background in Financial Services to enhance our reach.

This role involves meeting potential clients, providing financial advice, and securing new business. You will work with supplied leads, conduct initial meetings, and build strong client rapport. You will have the autonomy to manage your desk with extensive support during the first 2-4 months.

This position is ideal for individuals with direct sales experience in private wealth management or investments who want to focus solely on selling.

Key Responsibilities

1. Call high-net-worth leads provided, qualify them, and schedule face-to-face appointments.
2. Meet prospective clients to gather new business and assets for the firm.

Candidate Profile

1. Proven individual sales success with stock market investors.
2. RDR Level 4 Qualification.
3. Experience selling to high-net-worth individuals.

Reference number: BBBH17426ABC

If interested, click 'apply now' to submit your updated CV.

We are an equal opportunities employer and welcome all suitable candidates. Salary is a guideline; actual remuneration depends on experience, qualifications, and skills.

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