Private Client Director

Tate Recruitment; Greater London; Hybrid; GBP 60,000 - 150,000; Full time

Job summary

A leading recruitment firm is seeking a Private Client Director with a strong financial investment background. This role focuses on building relationships with high-net-worth clients, managing portfolios, and driving sales. The ideal candidate will have a proven sales record and exceptional communication skills, thriving in an entrepreneurial environment. The position offers a competitive salary and a lucrative compensation structure, along with various benefits.

Benefits

100% coverage of medical and dental premiums

28 days annual leave

Annual Health Screening

9% company pension contribution

Monthly gym subsidy

Interest-free season ticket loan

Qualifications

• Minimum of five years of success selling to high-net-worth individuals.
• Proven closer with a documented track record of success.

Responsibilities

• Calling high-net-worth leads and scheduling face-to-face appointments.
• Meeting with prospective clients to gather new clients and assets.

Skills

Sales Success

Interpersonal Communication

Goal-Oriented

Entrepreneurial Mindset

Job description

Direct message the job poster from Tate Recruitment

Principal Consultant @ Tate Recruitment | Recruitment Maverick

Private Client Director

Salary £60k basic, first year OTE £120k to £150k results dependent.

Location -London

Remote working - once a month in the office for meetings.

Are you a highly entrepreneurial person with a Financial Investment background dealing with HNW clients who enjoys building relationships with prospects? If so, the Private Client Director might be the opportunity for you!

The Role of the Private Client Director:

The primary responsibilities of the Private Client Director are calling high-net-worth leads that the company 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 warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling salespeople to focus mainly on selling.

Skills & Experience:

• Consistent and quantifiable individual sales success with stock market investors
• Minimum of five years of success selling to high-net-worth individuals
• Quantifiable track record in closing new investor business
• Strong competitive drive; plays to win and has desire to be #1
• Goal-oriented and results-focused; “money is a measure of success” mentality
• Calculated risk-taker: willing to win-some, lose some
• Proven closer; outstanding sales ability with documented track record of success
• Optimistic outlook; sees opportunities not problems
• High activity orientation and exceptional work ethic
• Phenomenal interpersonal communication skills; is confident, dynamic and assertive

Salary and benefits:

Salary £60k basic, first year OTE £120k to £150k results dependent.

• Highly lucrative compensation structure within an entrepreneurial setting
• 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
• 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
• Annual Health Screening for you and your qualified dependents*
• 9% company pension contribution with an additional company match up to 5%
• Two pension contributions methods to choose from
• Monthly gym subsidy
• Interest-free season ticket loan available for purchase upon six months of employment**

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Sales, and Business Development

• Industries

  Banking, Financial Services, and Investment Management

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