Client Account Director

Posted 19 March by Bespoke Client Connections

As a Client Account Director, you shall be responsible for managing key accounts on behalf of the Bespoke Client Panel of Financial Advisors, Wealth Managers and Firms. Helping to attract and acquire clients to help build Client Portfolios.

Prospective clients shall be provided at no cost and the Accounts shall be secured for you by Bespoke. However, you shall have the freedom to secure your own accounts with prior approval from Bespoke.

Much of the business services you provide shall centre around client acquisition. As you shall be the Director of your own business within the Bespoke Group, you shall have the freedom to employ whatever marketing methods you wish. However it would be unreasonable to achieve profitability within your business without a high degree of outbound calling. Therefore, you need to be comfortable with speaking with people and quickly gaining a good connection in order to move things forward for the business.

As is typical, in the Wealth Management Industry, you shall receive fees, rather than a salary, however, given you shall receive a virtually unlimited number of prospective clients, you shall have a structure offering you a degree of financial opportunity, presuming you are capable of producing for the Group and booking a high volume of fees.

Your working hours are defined by you and you shall most likely work from home, unless you decide to use some of your income on premises. Whilst the business is based in London and Surrey, the opportunity is open to anyone living in the UK.

No more expensive and tiring commutes. Those with a family, potentially spend more time with your children.

This is a fantastic opportunity for the right individual. Those moving from an employed background, will need to reconcile the switch to being a business owner for obvious reasons. However, if you can embrace the potential and freedoms brought about by this opportunity, then I believe you have every chance to enjoy a very refreshing way of working.

You will have a structure and there is a necessity to represent the brand of Bespoke Client Connections and our Accounts. However, you will absolutely, be your own boss.

Earnings are limited only by the time you invest and the quality of your interactions with prospective clients and our Accounts.

Initial and ongoing support shall be provided and the Founder of Bespoke Client Connections has over 20 years experience in the industry at a Senior Level.

Required skills

  • Acquisition
  • Booking
  • Calling
  • Marketing
  • Wealth Management

Application questions

Do you consider yourself to be extremely effective when communicating with others?
Do you feel comfortable being your your own boss and being accountable for your own performance?
Do you have your own business equipment: computer, phone?
Are you permitted to work in the UK?

Reference: 37545570

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