Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
Oct 24, 2025
Full time
Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
Job description Job Advert: Private Client Director Location: United Kingdom We are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective clients, gathering new clients, and managing assets. This role focuses on selling and client acquisition, supported by dedicated portfolio management and client service teams. Key Responsibilities: Make warm initial calls to high-net-worth leads and schedule appointments. Conduct face-to-face meetings with prospective clients to close business. Collaborate with internal teams to transition and retain client relationships. Qualifications: Proven track record of consistent and quantifiable individual sales success with stock market investors. RDR Level 4 qualification (or equivalent). 5+ years of experience selling to high-net-worth individuals. Documented success in closing new investor business. A results-driven mindset with a strong focus on achieving goals. A calculated risk-taker with a competitive spirit. Exceptional interpersonal skills with the ability to connect with diverse audiences. Persistent and optimistic outlook with the ability to overcome setbacks. Strong ethical standards and professional demeanor. Who We Are Looking For: If you are a driven professional with a passion for connecting with high-net-worth individuals, achieving sales goals, and providing exceptional service, we want to hear from you! Job Type: Full-time Pay: 45,000.00- 74,427.00 per year Schedule: Monday to Friday Work Location: Remote
Oct 21, 2025
Full time
Job description Job Advert: Private Client Director Location: United Kingdom We are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective clients, gathering new clients, and managing assets. This role focuses on selling and client acquisition, supported by dedicated portfolio management and client service teams. Key Responsibilities: Make warm initial calls to high-net-worth leads and schedule appointments. Conduct face-to-face meetings with prospective clients to close business. Collaborate with internal teams to transition and retain client relationships. Qualifications: Proven track record of consistent and quantifiable individual sales success with stock market investors. RDR Level 4 qualification (or equivalent). 5+ years of experience selling to high-net-worth individuals. Documented success in closing new investor business. A results-driven mindset with a strong focus on achieving goals. A calculated risk-taker with a competitive spirit. Exceptional interpersonal skills with the ability to connect with diverse audiences. Persistent and optimistic outlook with the ability to overcome setbacks. Strong ethical standards and professional demeanor. Who We Are Looking For: If you are a driven professional with a passion for connecting with high-net-worth individuals, achieving sales goals, and providing exceptional service, we want to hear from you! Job Type: Full-time Pay: 45,000.00- 74,427.00 per year Schedule: Monday to Friday Work Location: Remote
