Private Client Director

RMK Talent Solutions; Remote; GBP 45,000 - 75,000; Full time

Job summary

A financial consulting firm is seeking a Private Client Director in Greater London, focusing on client acquisition and relationship management with high-net-worth individuals. This full-time role requires a proven sales track record, strong interpersonal skills, and a results-driven mindset. The compensation ranges from £45,000 to £74,427 annually, with work primarily conducted remotely. Ideal candidates should have over five years of relevant experience and possess exceptional client management abilities.

Qualifications

• 5+ years of experience selling to high-net-worth individuals.
• Documented success in closing new investor business.
• Persistent and optimistic outlook with the ability to overcome setbacks.

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.

Skills

Sales success with stock market investors

Exceptional interpersonal skills

Results-driven mindset

Strong ethical standards

Ability to connect with diverse audiences

Education

RDR Level 4 qualification or equivalent

Job description

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 professional demeanor.

Who We Are Looking For

If you are a driven professional with a passion for connecting with high-net-worth individuals, achieving sales goals, and providing exceptional service, we want to hear from you!

Job Type: Full-time

Pay: £45,000.00-£74,427.00 per year

Schedule

• Monday to Friday

Work Location: Remote