Private Client Director RDR Level 4

Barbara Houghton; Remote; GBP 125,000 - 150,000; Full time

Job summary

A leading financial service provider is seeking a Private Client Director to join their team remotely. This permanent position requires RDR Level 4 qualification and a minimum of 5 years of experience in sales to high-net-worth clients. Responsibilities include qualifying leads and managing client relationships while focusing on achieving sales targets. Candidates should have a proven sales record, strong interpersonal skills, and a professional demeanor.

Qualifications

• Minimum 5 years of experience selling to high-net-worth clients.
• Proven ability to close new investor business.

Responsibilities

• Qualify and schedule face-to-face appointments with HNW leads.
• Use warm calls and in-person selling to close new business.
• Collaborate with portfolio management and client service teams.

Skills

Sales success with stock market investors

RDR level 4 qualification

Experience selling to HNW

Track record in closing new business

Motivated mindset

Calculated risk-taker

Outstanding sales ability

High activity orientation

Dynamic interpersonal skills

Ethical and professional

Education

RDR Level 4 qualification

Job description

Private Client Director – Role Overview

Our client is looking for a Private Client Director, RDR Level 4 to join their team on a permanent basis. This is mainly a remote role.

Please note that only candidates with RDR Level 4 qualification will be taken into consideration; if you do not hold this qualification please do not apply.

Responsibilities

As a Private Client Director, you will call HNW leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets.

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 manage the transition and retention of client relationships, allowing you to focus purely on selling.

The role will report to the Managing Director.

Skills and Knowledge

• Consistent and quantifiable individual sales success with stock market investors
• RDR level 4 qualification
• 5+ years of success selling to HNW
• Quantifiable track record in closing new investor business
• Motivated mindset to set and reach goals
• Calculated risk-taker
• Proven closer; outstanding documented sales ability
• High activity orientation and persistent through setbacks
• Ability to connect with a wide array of audiences through dynamic interpersonal skills
• Highly ethical and professional