Private Client Director: High-Net-Worth Wealth Sales

Fisher Asset Management, LLC; Lancashire; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prestigious investment firm in the UK is seeking a Private Client Director to drive client acquisition by calling high-net-worth leads and scheduling face-to-face appointments. Candidates should have over 5 years of experience in sales with a proven track record in closing new investor business. This entrepreneurial role emphasizes relationship-building through in-person selling, supported by dedicated client service teams. The firm offers a collaborative environment and competitive benefits package.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave

Retirement pension plan with 9% company contribution

Qualifications

• 5+ years of success selling to high net worth individuals.
• Quantifiable track record in closing new investor business.
• Calculated risk-taker; willing to win some, lose some.

Responsibilities

• Call high-net-worth leads to qualify and schedule appointments.
• Meet with prospective clients to gather new clients and assets.
• Work in a highly entrepreneurial environment focusing on selling.

Skills

Sales success with stock market investors

Client relationship management

Motivated mindset

Education

RDR level 4 qualification

Job description

A prestigious investment firm in the UK is seeking a Private Client Director to drive client acquisition by calling high-net-worth leads and scheduling face-to-face appointments. Candidates should have over 5 years of experience in sales with a proven track record in closing new investor business. This entrepreneurial role emphasizes relationship-building through in-person selling, supported by dedicated client service teams. The firm offers a collaborative environment and competitive benefits package.