Private Client Director, RDR Level 4

JR United Kingdom; London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading company in London seeks a Private Client Director, RDR Level 4. This role focuses on engaging high-net-worth clients through warm calls and in-person meetings. You will leverage support from dedicated teams to enhance client relationships and drive sales success.

Qualifications

• 5+ years of success selling to high-net-worth individuals.
• Proven closer with outstanding documented sales ability.

Responsibilities

• Call high-net-worth leads, qualifying and scheduling appointments.
• Meet with prospective clients to gather new clients and assets.

Skills

Sales Success

Interpersonal Skills

Job description

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Private Client Director, RDR Level 4, London

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Client:

Barbara Houghton Associates Limited

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

19.05.2025

Expiry Date:

03.07.2025

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Job Description:

Our client is looking for a Private Client Director, RDR Level 4, to join their team on a permanent basis in London.

Role and Responsibilities:

• Call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments.
• Meet with prospective clients to gather new clients and assets for the firm.
• This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business.
• You will be supported by dedicated portfolio management and client service groups who handle the transition and retention of client relationships, allowing you to focus on selling.

Your Qualifications:

• Consistent and quantifiable individual sales success with stock market investors
• 5+ years of success selling to high-net-worth individuals
• Quantifiable track record in closing new investor business
• Proven closer with outstanding documented sales ability
• High activity orientation and persistence through setbacks
• Ability to connect with diverse audiences through dynamic interpersonal skills