Private Client Director

WA Consultants Ltd; City Of London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Private Client Director to elevate their sales team. In this entrepreneurial role, you will engage high-net-worth clients, focusing on building relationships and securing investments. With a strong emphasis on individual sales success, you'll leverage your exceptional closing skills and interpersonal abilities to connect with diverse audiences. Supported by dedicated teams in portfolio management, you'll have the resources to thrive in a highly motivating environment. If you are driven, goal-oriented, and ready to make a significant impact, this opportunity is perfect for you.

Qualifications

• 5+ years of successful experience selling to high-net-worth individuals.
• Proven track record in closing new investor business.

Responsibilities

• Engage high-net-worth leads and set up face-to-face appointments.
• Build new client relationships and secure assets for the firm.

Skills

Sales Success

Interpersonal Skills

Closing Skills

Motivated Mindset

Risk-Taking

Education

RDR Level 4 Qualification

Job description

Job Location: United Kingdom, City of London

Job Type: Permanent

Posted 2 days ago

Ready to take your career to the next level? As a Private Client Director, you’ll engage high-net-worth leads, qualify them, and set up face-to-face appointments. You’ll focus on building new client relationships and securing assets for the firm. This role is highly entrepreneurial, involving warm calls and in-person selling to close deals.

Your key task? Selling.

Backed by dedicated teams for portfolio management and client service, you’ll have the support to focus purely on what you do best.

What is my client looking For:

️Proven individual sales success with stock market investors
️RDR level 4 qualification
️5+ years of successful experience selling to high-net-worth individuals
️Quantifiable track record in closing new investor business
️Motivated and goal-oriented mindset
️Calculated risk-taker
️Exceptional closing skills with documented sales ability
️Optimistic and solution-focused approach
️Persistent and highly active in face of setbacks
️Ability to connect with diverse audiences through excellent interpersonal skills

Interested? Let’s chat.

#InvestmentCareers #HighNetWorth #SalesJobs

WA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003.