Elite Private Client Director for High-Net-Worth

Fisher Investments; Greater London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading investment firm in Greater London is seeking a Private Client Director to qualify and convert high-net-worth leads into clients. You will have the advantage of dedicated support teams while focusing on face-to-face selling. Ideal candidates will have over 5 years of proven sales success with wealthy individuals, alongside strong interpersonal skills and a goal-oriented approach. The firm offers excellent benefits and a collaborative work environment.

Benefits

100% paid medical premiums

28 days annual leave plus paid holidays

Enhanced maternity pay

Retirement pension plan with company contribution

Gym subsidy of up to £50 per month

Qualifications

• 5+ years of success selling to high-net-worth individuals.
• Documented track record of closing new investor business.
• Professional and ethical conduct in all dealings.

Responsibilities

• Qualify and schedule client appointments.
• Gather new clients and assets for the firm.
• Meet with prospective clients to close business.

Skills

Sales success

Interpersonal skills

Goal-oriented mindset

Ability to connect with diverse audiences

Education

RDR level 4 qualification

Job description

A leading investment firm in Greater London is seeking a Private Client Director to qualify and convert high-net-worth leads into clients. You will have the advantage of dedicated support teams while focusing on face-to-face selling. Ideal candidates will have over 5 years of proven sales success with wealthy individuals, alongside strong interpersonal skills and a goal-oriented approach. The firm offers excellent benefits and a collaborative work environment.