Redstone Private Banking Search  /  Vacancies  /  Private Client Director
 

Private Client Director

Job Reference: RS0598
 

Job Title: Private Client Director

Location: Europe

Product: Wealth and Asset Management

Role: Development/Sales, Financial Planning, Other, Private Client

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with a Global Investment Manager who are looking to grow their operations in the UK by onboarding a number of private client directors to the team. They are looking for individuals that are extremely passionate about sales, goal-orientated and have the desire to outperform all competition. This is part of a 2020 growth strategy to further develop their European coverage.

Key Responsibilities / Tasks

  • Increase the company’s assets under management by converting prospect leads to become clients of the business. You will be targeting UK Domestic HNWI’s with a minimum of 350,000 GBP to invest.
  • Offer a personal service to each prospect client that is looking to invest.
  • High volume of new business development using various consultative selling techniques; cold calling, warm calling and face to face meetings.
  • Regular travel to meet with all new prospect clients, working towards monthly and yearly targets related to new client acquisition
  • Representing the client as a full time exclusive tied agent

Key Qualifications / Experience

  • Must be level 4 RDR qualified
  • 5+ years’ experience in a similar role as a financial advisor / private client sales / sales executive etc. with a prior track record of client development and asset acquisition.
  • Located in UK (preferable) or happy to relocate
  • Fluent in English
  • Role reports Managing Director UK

If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to alexander@redstonesearch.com  or submit your application through the Vacancy Form.