Investment Advisor Sales Executive

Job Category: Finance
Job Type: Full Time Permanent
Job Location: Birmingham
Salary: £60.000 - OTE £100.000

Job Reference: 1470

Salary: £60,000 Bonus and benefits, OTE 100,000

Location: Birmingham

Our Client has a respected reputation for managing the diverse needs of high net worth individuals across a range of international investment structures and in tax efficient environments are seeking an RDR compliant senior consultant to sell its investment management capabilities to potential investors, (all client leads are provided)

We are seeking an individual who has experience developing a client bank of investors possibly an IFA, stockbroking , private banking background, International experience along with an entrepreneurial attitude would be beneficial, and with a track record of high production and earnings ability.

Experience of creative selling techniques would be an advantage.

In a nutshell an exceptional communicator who can influence.

The ideal candidate will be comfortable and confident dealing with HNW investors, an excellent communicator with a track record of successful client acquisition of investment portfolios.

Every client has a dedicated Investment manager, keeping clients well informed with regular and personal reporting.

All back office support report writing and client relationship management is provided, all you do is client client face and aquisition.

An extensive Markets Commentary is published quarterly, along with periodic written communication from the Investment Policy Committee, detailing thoughts on the most significant market, economic and political news.

This is a perfect role for someone who likes the client contact side of the business but not the paperwork. Basic Salary £60k Bonus and benefits OTE 100K

To apply, please use the Application Form or contact Innov8 Synergy Talent Management with a current CV via email:

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