This posting has now expired.
By using the search box below, you will be able to find similar jobs that are currently available in the financial, accounting and banking sectors across the UK.
By using the search box below, you will be able to find similar jobs that are currently available in the financial, accounting and banking sectors across the UK.
Private Client Manager (HNW Financial Advisor), London
- UK - London
- £55000 - £60000 per annum + Car, Pension and other benefits
- Full-Time Permanent
- Financial Services - Investment Consulting
- Hays Insurance & Financial Services
- 24-11-08
Job Description
Private Client Manager (HNW Financial Advisor)
MINIMUM REQUIREMENTS: FULL FPC/CeFA/CFP
Up To £60,000 + Car + bonus + benefits
Working for the specialist Investment arm of one of UKs largest and most successful financial services groups. Established in 2001 when the bank bought the operating assets of a mutual life company, this investment arm provides financial planning solutions to the groups private and corporate clients.
The bank is also deeply proud of being the UKs most productive sales force. In comparison to other financial services institution there Private Client Managers write more business than any other comparative organisation; a tribute to the quality of their proposition. The average top quartile earnings for 2006 were in excess of £125k.
The Private Client Managers benefit from a rich and varied source of leads from other parts of the group. These range from Regulated Sales (their branch based investment advisers) to Private Banking, Corporate Banking and Business Banking.
Client Managers benefit from a market leading product range, supported by the investment expertise of their in house fund manager together with access to funds from Newton, Schroder's & UBS.
Client Managers are responsible for identifying high quality new business opportunities, which can come from a number of different sources:
- Existing Clients the bank has a substantial HNW / UHNW client base that requires ongoing servicing, providing opportunity for significant new business.
- Referrals - obtaining new contacts is an essential part of the role, building on the good relationships developed with existing clients .
- Leads from business partners - good relationships are also the key to working with our business partners to identify reciprocal business opportunities.
- Direct approach - to business and professional practices, where our products meet the needs of the most demanding clients. Client Managers can deal exclusively with leads from Private Banking and those who deal exclusively with leads from Corporate Banking. Client Managers in this channel will be focused on building relationships with their lead providers as well as building a client bank to sustain a future flow of business.
Client Managers need to be commercially astute, exude confidence and demonstrate strong negotiation and communication skills in order to deal with some of the Group's most valuable clients. Client Managers also need to be confident self-starters who have inner drive to seek out and maximise business opportunities.
A bonus scheme - Giving Client Managers uncapped earning potential. The scheme is composed of several elements all of which are influenced by personal performance.
Share Schemes - The bank have a range of market leading, award winning share schemes.
Company Car This entitles Client Managers to select from an extensive range of vehicles including BMW, Mercedes and Audi.
Private Medical Insurance Provided free of charge to Client Managers.
Pension Scheme The opportunity to join the Group Money Purchase scheme.
Free Life Assurance Scheme Automatic qualification for life cover equal to four times basic salary.
Holidays 28 days, in addition to public holidays.
Flexible Benefits The Bank offers an impressive range of products ranging from mortgage deals to estate agent agency services for all employees.
Colleagues Products The Bank offers an impressive range of colleague products ranging from mortgage deals to estate agent agency services.
Pinnacle The bank runs an annual event to reward top performers and their partners. The event is held at prestige destinations around the world and provides an experience of a lifetime for our top Client Managers.
Minimum requirements:
*FPC/CeFA/CFP1-4
*CAS - Not necessary but preferable
*6 months + regulated sales experience as a financial advisor
MINIMUM REQUIREMENTS: FULL FPC/CeFA/CFP
Up To £60,000 + Car + bonus + benefits
Working for the specialist Investment arm of one of UKs largest and most successful financial services groups. Established in 2001 when the bank bought the operating assets of a mutual life company, this investment arm provides financial planning solutions to the groups private and corporate clients.
The bank is also deeply proud of being the UKs most productive sales force. In comparison to other financial services institution there Private Client Managers write more business than any other comparative organisation; a tribute to the quality of their proposition. The average top quartile earnings for 2006 were in excess of £125k.
The Private Client Managers benefit from a rich and varied source of leads from other parts of the group. These range from Regulated Sales (their branch based investment advisers) to Private Banking, Corporate Banking and Business Banking.
Client Managers benefit from a market leading product range, supported by the investment expertise of their in house fund manager together with access to funds from Newton, Schroder's & UBS.
Client Managers are responsible for identifying high quality new business opportunities, which can come from a number of different sources:
- Existing Clients the bank has a substantial HNW / UHNW client base that requires ongoing servicing, providing opportunity for significant new business.
- Referrals - obtaining new contacts is an essential part of the role, building on the good relationships developed with existing clients .
- Leads from business partners - good relationships are also the key to working with our business partners to identify reciprocal business opportunities.
- Direct approach - to business and professional practices, where our products meet the needs of the most demanding clients. Client Managers can deal exclusively with leads from Private Banking and those who deal exclusively with leads from Corporate Banking. Client Managers in this channel will be focused on building relationships with their lead providers as well as building a client bank to sustain a future flow of business.
Client Managers need to be commercially astute, exude confidence and demonstrate strong negotiation and communication skills in order to deal with some of the Group's most valuable clients. Client Managers also need to be confident self-starters who have inner drive to seek out and maximise business opportunities.
A bonus scheme - Giving Client Managers uncapped earning potential. The scheme is composed of several elements all of which are influenced by personal performance.
Share Schemes - The bank have a range of market leading, award winning share schemes.
Company Car This entitles Client Managers to select from an extensive range of vehicles including BMW, Mercedes and Audi.
Private Medical Insurance Provided free of charge to Client Managers.
Pension Scheme The opportunity to join the Group Money Purchase scheme.
Free Life Assurance Scheme Automatic qualification for life cover equal to four times basic salary.
Holidays 28 days, in addition to public holidays.
Flexible Benefits The Bank offers an impressive range of products ranging from mortgage deals to estate agent agency services for all employees.
Colleagues Products The Bank offers an impressive range of colleague products ranging from mortgage deals to estate agent agency services.
Pinnacle The bank runs an annual event to reward top performers and their partners. The event is held at prestige destinations around the world and provides an experience of a lifetime for our top Client Managers.
Minimum requirements:
*FPC/CeFA/CFP1-4
*CAS - Not necessary but preferable
*6 months + regulated sales experience as a financial advisor
- Parvez Miah
- 152231
del.icio.us
Digg
Facebook
Google
Reddit
StumbleUpon
Yahoo!