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Private Placement Agent – London

London (West End) SALARY: £40,000 - £55,000 PER: Annum TERM: Permanent

Private Placement Agent
£40,000 - £55,000 per annum

Our client a prestigious private equity firm are seeking a Private Placement Agent to join their growing team.  

Duties Include:

  • Contact prospective clients within the private sector, with a view to onboarding them to our firm, through the available capital raising structures, including the general pool and direct placements
  • Manage existing clients once on-boarded
  • Achieve targeted quarterly and annual new net sales goals
  • Develop strategic sales plan and pipeline for allocated sales territory
  • Address client inquiries regarding our firm’s offerings
  • Present client proposals in a professional and concise manner
  • Work seamlessly with other departments (Client services, Accounts and Finance, Legal, Marketing and PR) to ensure that all client requests and inquiries are managed appropriately
  • Ensure that sales and business practices are within the regulatory framework
  • Networking to form new private client relationships

Required experience:

  • Direct sales experience in the asset management, financial services and/or fintech space
  • Proven record of successfully building and maintaining new relationships with sophisticated investors
  • Proven record of selling new offerings to new clients and closing sales
  • Thorough understanding of the private client market in the GCC
  • The knowledge of and ability to leverage the decision-making process of private capital investors Time management skills with the ability to handle multiple projects
  • Strong understanding of financial markets and the investment process
  • Strong software skills and overall technical aptitude including comfort with systems for the analysis, reporting, storage and measurement of data
  • Excellence in both individual achievement and as a team
  • 2-4 years of financial sales experience
  • An existing private client database of high net worth’s or access to the same in the GCC region is favourable


  • Undergraduate Degree Required
  • CAIA/CFA/ACA/Master’s or equivalent required
  • Previous experience in private equity, investment banking, financial sales is preferred
  • Excellence in spoken and written English is required
  • Second languages will be looked favourably on
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POSTED: 13 Sep 2021 JOB ID: MCPRIVAG23341

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