HNW Investment Director

www.topfinancialjobs.co.uk - Jobboard; Manchester (NC); Remote; GBP 60,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic HNW Investment Director to focus on closing deals and generating commissions. This role is perfect for sales professionals with a background in financial services who are eager to engage with high-net-worth clients without the burden of administrative tasks. You will have the autonomy to manage your desk while receiving extensive support during your initial months. Join a firm that manages over £200 billion and is dedicated to growth, where your sales expertise will directly impact the firm's success.

Benefits

BUPA Health Insurance

Dental Insurance

Pension Contribution (14%)

Qualifications

• Proven track record in sales, particularly in financial services.
• Experience in managing high-net-worth client relationships.

Responsibilities

• Qualify and schedule appointments with high-net-worth leads.
• Meet clients to gather assets and expand the client base.

Skills

Sales Success with Stock Market Investors

Financial Advising

Client Relationship Management

Education

Level 4 Qualification in Financial Advising

Job description

Location:

City, Manchester

Description:

HNW Investment Director

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

Remote

Qualifications:

• Level 4 Qualification in Financial Advising

About the Role:

Are you tired of report writing, paraplanning, after-care, and lead flow management? Would you prefer to focus solely on closing deals and earning commissions?

This US Asset Management company manages over £200 billion and is focused on growth. They are seeking sales professionals with a background in Financial Services to expand their reach.

The role involves meeting potential clients, providing financial advice, and generating new business. You will contact leads, conduct initial meetings, and build rapport with clients. You will have autonomy in managing 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 purely on selling without administrative burdens.

Responsibilities:

• Qualify and schedule face-to-face appointments with high-net-worth leads provided by the company.
• Meet prospective clients to gather assets and grow the firm's client base.

Candidate Profile:

• Proven sales success with stock market investors
• RDR Level 4 Qualification
• Experience selling to high-net-worth individuals

Reference number: BBBH17426ABC

If interested, click 'apply now' to submit your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. Salary is indicative and dependent on experience, qualifications, and skills.

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