We have a new opening in our prestigious team and we're currently on the lookout for a Senior Investment Consultant to build relationships with HNW individuals.
Specialising in searching the market for interesting high yielding investments and "walking the talk" by placing our own funds in these opportunities, we have a great global network of sophisticated and HNW investors with bases in the UK, Singapore and Johannesburg
Due to fast growth and with plans for continued expansion, there is now an exciting opportunity for a Senior Investment Consultant to join the business and deal with client enquiries, building strong relationships, and ultimately closing more deals.
This is a fast growing company with no limits on your career development or earning potential. You'll be learning from someone who practices what he preaches and who is coached by leading entrepreneurs in the UK and US to keep abreast of the most successful current approaches to marketing and selling.
You will be joining a team of 3 consultants. Our environment is far from a boiler room call centre and over the last 4-6 years our top consultants have cleared over £100k in OTE.
Your responsibilities will include:
" Building strong lasting relationships with high net worth investors over the telephone and face to face
" Understanding client's investment objectives and enabling them to decide which alternative investments are most suitable for them
" Encouraging clients to become active members of the club, attending events, watching videos and webinars etc.
" Maintaining accurate records of activity in our sophisticated CRM system
" Assembling and sending relevant information to enquirers and setting up tasks to contact them a week after receiving the packs.
" Following up with enquirers at regular intervals by phone and email and update their pipeline status and notes in the CRM database. The main purpose is to qualify their interest in and ability to invest in the relevant products in which they have expressed interest.
We offer on going weekly training to help you stay up to date with the industry and current trends.
The position has an element of flexibility working around a 37 hour week Monday to Friday.
We're after somebody who is going to thrive in our business and to do that we believe you should have certain qualities that both our members and ourselves expect to see. First and foremost we want you to have a clear non-aggressive telephone manner. It's not a tough hard sell but you must be credible and you must be confident in what we offer.
We want somebody who is pro-active who doesn't just do the minimum to get by but somebody who has a high work rate, trustworthy and respectful.
Previous experience in Investments may be an advantage but not essential. We do however need somebody who has a good understanding and of business and finance.