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|Sector||Sales & Marketing|
One of our clients in financial services is currently seeking a Sales & RM Director Business Owners & Entrepreneurs to permanently join their team in London.
In this role you will part of the Sales & Relationship Management team to provide an integrated wealth management service for suitable High Net Worth and Ultra High Net Worth Clients.
Key responsibilities will include:
-You will be identifying their needs and providing valued and trusted advice on an ongoing basis whilst protecting and retaining client
-You will work collaboratively as part of a team yet be responsible for delivering against a performance target by self-originating and bringing onboard new client relationships.
-You will proactively develop profitable new business opportunities from existing clients for the wider organisation.
Key requirements will include:
-Extensive experience within a wealth management role
-Proven Relationship Management skills.
-Superior business development skills.
-Registration with the appropriate regulatory body as permitted to give investment advice and an appropriate professional qualification (minimum IAD Level 4).
-CeMAP (Level 3) in order to discuss UK Regulated Mortgages with Clients
For more information or to hear about more opportunities within financial services please contact Rose Dean on 0203 145 3342 or at Rose.Dean@bruinfinancial.com
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