Basic £21,000 Achievable OTE: £45-55,000 year
My client offers investment management services tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by my client. They use a simple and transparent fee structure that aligns their interests with their clients’ priorities. The organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.
The Account Executive position provides the opportunity to join a sales environment surrounded by driven, intelligent, and passionate individuals determined to impact the financial industry. As an Account Executive, you engage with high-net-worth individuals who have expressed interest in my client. Using sales techniques, you’ll determine the individual’s investment goals and educate them on our strategy. You are the liaison between a prospective client and the firm - impacting both the prospect’s financial future and the firm’s overall growth.
Typical OTE averages: £45-55,000 year 1, £65-75,000 year 2 and £85,000+ year 3. Basic is starting at £21,000. This is earned through a competitive base salary and a generous uncapped commission structure. By arranging a meeting with one of these clients you will earn approx £35 and average meeting arrangements are 20 a month. If a meeting converts to a client, then you will be entitled to commission on top of the meeting arrangement fee.
The Opportunity: Through hands-on experience, training, and mentorship, your personal development in the role is exponential. Surrounded by competitive professionals, you will grow your sales skills, build relationships within the firm, and earn an opportunity to create your own career path. Setting an appointment between a high-net-worth investor and a member of our Outside Sales Force is a victory. Watch your name move up the rankings as you help provide the firm with another opportunity to impact a prospective client’s future.
To help their employees meet their long-term goals, they offer an array of benefits, including: