Private Client Director

JR United Kingdom; Slough; Hybrid; GBP 60,000 - 150,000; Full time

Job summary

A leading financial investment firm is seeking a Private Client Director to manage relationships with high-net-worth clients. This entrepreneurial role focuses on qualifying leads, making initial calls, and closing deals, supported by dedicated client management teams. Competitive remuneration includes a £60k basic salary, lucrative OTE, and comprehensive benefits package.

Benefits

100% coverage of medical and dental premiums

28 days annual leave, increasing with service

Annual Health Screening

9% company pension contribution

Monthly gym subsidy

Interest-free season ticket loan

Qualifications

• Minimum five years of success selling to high-net-worth individuals.
• Quantifiable track record in closing new investor business.
• Strong competitive drive with proven sales ability.

Responsibilities

• Qualifying high-net-worth leads and scheduling appointments.
• Meeting prospective clients to gather new clients and assets.
• Managed transition and retention by dedicated support teams.

Skills

Sales success

Relationship building

Closing skills

Interpersonal communication

Goal-oriented

Competitive drive

Work ethic

Job description

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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**