Join to apply for the Private Client Advisor role at RMK Talent Solutions - 0131 220 9041.
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Are you a highly‑entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!
The primary responsibilities of the Private Client Director 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 you to focus mainly on asset raising.
Mid‑Senior level
Full‑time
Sales and Business Development
Financial Services, Investment Advice, and Investment Management
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#J-18808-LjbffrPrivate Client Advisor • GB
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