Private Client Director, RDR Level 4

JR United Kingdom; Slough; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading company in the financial sector is seeking a Private Client Director in Slough. This role involves qualifying high-net-worth leads, meeting prospective clients, and leveraging support for client relationships, ensuring a strong focus on entrepreneurial selling and maintaining sales success.

Qualifications

• 5+ years of success selling to high net worth individuals.
• Outstanding documented sales ability.
• Ability to connect with a wide array of audiences.

Responsibilities

• Call high-net-worth leads and schedule face-to-face appointments.
• Meet with prospective clients to gather new clients and assets for the firm.
• Focus on selling with support from portfolio management.

Skills

Sales Success

Interpersonal Skills

Persistence

Job description

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Private Client Director, RDR Level 4, Slough

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Client:

Barbara Houghton Associates Limited

Location:

Slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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 Slough.

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, involving 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.
• Proven track record in closing new investor business.
• Outstanding documented sales ability.
• High activity orientation and persistence through setbacks.
• Ability to connect with a wide array of audiences through dynamic interpersonal skills.