The company has developed an innovative and highly successful global asset allocation and portfolio investment criteria that has produced exceptional returns over the past 15 years. As a result, their retention levels of HNW clients is in excess of 98%.
As part of a confirmed growth plan in the UK, our client is currently seeking to hire 4-5 outstanding sales individuals to operate within the Wealth Management market. The role will take responsibility for an existing portfolio of clients seeking advice on portfolio construction in the £500,000 - £3million bracket, both within the UK and Offshore. All appointments are made for the Wealth Managers by a highly skilled telesales support team.
Suitable applicants will have a first class track record in sales, a good understanding of financial instruments including equities, bonds and cash and the ability to manage HNW individuals.