Job description

Job Advert: Private Client Director

Location: United Kingdom

We are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective clients, gathering new clients, and managing assets. This role focuses on selling and client acquisition, supported by dedicated portfolio management and client service teams.

Key Responsibilities:

* Make warm initial calls to high-net-worth leads and schedule appointments.

* Conduct face-to-face meetings with prospective clients to close business.

* Collaborate with internal teams to transition and retain client relationships.

Qualifications:

* Proven track record of consistent and quantifiable individual sales success with stock market investors.

* RDR Level 4 qualification (or equivalent).

* 5+ years of experience selling to high-net-worth individuals.

* Documented success in closing new investor business.

* A results-driven mindset with a strong focus on achieving goals.

* A calculated risk-taker with a competitive spirit.

* Exceptional interpersonal skills with the ability to connect with diverse audiences.

* Persistent and optimistic outlook with the ability to overcome setbacks.

* Strong ethical standards and professio...