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UK HNY Wealth Manager

Ernest Gordon Recruitment Limited
Posted 4 days ago, valid for a month
Location

London, Greater London SW1A2DX, England

Salary

£60,000 per annum

Contract type

Full Time

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Sonic Summary

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  • The UK HNY Wealth Manager position offers a salary of £60,000 plus commissions, along with additional benefits including BUPA, dental, and a 14% pension contribution.
  • This remote role is ideal for sales-oriented individuals who prefer client interaction over administrative tasks in wealth management.
  • Candidates should have a minimum of RDR level 4 qualification and a proven track record of success in selling to high-net-worth individuals.
  • The role involves contacting provided leads, conducting initial meetings, and providing financial advice to potential clients.
  • The company seeks motivated salespeople with a financial services background to help expand their reach and achieve earnings of £250,000 or more annually.

UK HNY Wealth Manager

60,000 + Comms + BUPA + Dental + Pension (14%)

Remote

Do you want to earn 250,000+ a year? Do you enjoy the sale side of wealth management?

Do you hate the report writing, para planning, after care and lead flow aspects of your role? Would you rather just close business and make money?


This US Asset Management company has over 200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Services background to come on board and boost their reach.

This role will involve meeting with potential clients, winning business over & providing financial advice. You will be responsible for contacting provided leads and conducting initial meetings, this will require providing financial advice for clients and generating strong rapport. You will have autonomy to work your desk how you see fit with extensive support provided for 1st 2-4 months.

This role would suit somebody with direct sales experience within private wealth management OR investments looking for an opportunity to drop all administrative tasks and just sell, sell, sell.

THE ROLE:

  • You will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments.
  • You will meet with prospective clients with the goal of gathering new clients and assets for our firm.

THE PERSON:

  • Sales motivated wealth manager that enjoys the client side and not the admin
  • RDR level 4 qualification
  • Success selling to high net worth individuals


Reference number: BBBH17426YAY


Keywords: Business Development Manager, Sales Manager, Sales, Client Liaison, Private, Financial, Asset, Wealth, Management, Selling, Direct, Sale, Private

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.


Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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