Private Client Director

Integrity Talent Solutions Ltd; Remote; GBP 60,000; Full time

Job summary

A leading global investment company is seeking a Private Client Director to work fully remote. The role focuses on calling high-net-worth leads to schedule appointments and acquire new clients. Exceptional sales abilities and a strong RDR level 4 qualification are essential. The position allows you to focus on selling while being supported by portfolio management teams. It offers a competitive salary structure along with comprehensive benefits.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave

Enhanced maternity pay

Retirement pension plan with company contribution

Gym subsidy up to £50/month

Employee Assistance Program

Ongoing training and educational support

Qualifications

• RDR level 4 qualification is mandatory.
• Proven track record in closing new investor business.
• Motivated mindset focused on reaching sales goals.

Responsibilities

• Qualify and schedule appointments with high-net-worth leads.
• Meet with prospective clients to gather new clients and assets.
• Engage in consultative selling without cold calling.

Skills

Sales success with stock market investors

Consultative selling

Dynamic interpersonal skills

Ability to connect with various audiences

Education

RDR level 4 qualification

Job description

Private Client Director (Financial Services)

Location: Fully Remote

Salary: £60k basic + Commission (OTE £250k-350k+)

The Opportunity

A Global Investment Company are currently recruiting for a Private Client Director to cover an exclusive area within the UK. The primary responsibility of the PCD is to call high-net-worth leads the firm provides, qualifying and scheduling face‑to‑face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves extensive calling (although no cold calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.

Your Qualifications

• RDR level 4 qualification
• Consistent and quantifiable individual sales success with stock market investors
• Quantifiable track record in closing new investor business
• Motivated mindset to set and reach goals: "money is a measure of success"
• Proven closer; outstanding documented sales ability
• Optimistic outlook; see failures as opportunities to improve and find solutions
• Ability to connect with a wide array of audiences through dynamic interpersonal skills
• Highly ethical and professional

Benefits

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events