A global asset management company is looking for a Private Client Director. The selected candidate will focus entirely on acquiring high-net-worth clients, working with qualified leads provided by the firm and introducing wealth management solutions tailored to prospective clients’ financial goals.
Responsibilities
Engage with qualified leads provided by the firm’s marketing team, with no cold calling required
Consult with high-net-worth prospects to understand their financial goals and identify suitable wealth management solutions
Educate prospective clients on the firm’s range of wealth management services
Guide prospects through the process of becoming clients
Manage activities remotely from home while covering a territory within driving distance
Work with globally established teams specializing in areas such as marketing and portfolio management
Report directly to the Managing Director
Requirements
At least 5 years of experience providing and selling financial services to individual investors
Strong, multi-year track record of successfully acquiring high-net-worth clients
Experience managing high volumes of phone outreach
Experience conducting in-person client meetings
Benefits
Health insurance
Employees’ pension
Employment insurance
Industrial injury insurance
A minimum of 10 days of paid leave granted from the seventh month after joining the company
About the Company
A global US-based asset management group providing customized discretionary investment management services to individual and institutional investors. The organization focuses on proactive client service, an aligned fee structure, a top-down investment approach, and a client-first culture.