Private Client Growth & Relationship Executive

Kingsley Adams Finance Recruitment; United Kingdom; On-site; GBP 60,000 - 100,000; Full time

Job summary

Kingsley Adams Finance Recruitment is seeking a high-performance sales professional to develop and manage relationships with high-net-worth clients within a private client environment. You will self-source new business, grow existing portfolios and lead the full sales cycle from contact to close.

The role emphasizes excellent communication, resilience in a competitive market, and the ability to build long-term trust with successful clients and introducers. Strong CRM discipline is essential.

Qualifications

• Exceptional salespeople with strong commercial instincts and energy.
• Priority is personality, sales ability and drive to succeed in a high-performance private client environment.
• Proven ability to self-source new business and manage long sales cycles.

Responsibilities

• Self-source new high-net-worth client relationships through personal networks, referrals, introducers and proactive business development.
• Develop and manage a strong new business pipeline, with ownership of activity, conversion and revenue targets.
• Grow an existing client portfolio by identifying opportunities, increasing share of wallet and generating referrals.
• Lead the full sales cycle from initial contact and needs analysis through to negotiation and completion.
• Build trusted, long-term relationships with clients and deliver a high-quality, relationship-led service.
• Work collaboratively with internal specialists across banking, lending, FX and wider financial solutions.
• Attend networking events to generate new opportunities.
• Maintain strong CRM discipline and accurately manage pipeline, activity and forecasting.
• Stay informed on market trends to identify new business opportunities.

Skills

Relationship building

Sales

Cold outreach

Pipeline management

Negotiation

Networking

CRM discipline

Tools

CRM software

Job description

Kingsley Adams Finance Recruitment is seeking a high-performance sales professional to develop and manage relationships with high-net-worth clients within a private client environment. You will self-source new business, grow existing portfolios and lead the full sales cycle from contact to close.

The role emphasizes excellent communication, resilience in a competitive market, and the ability to build long-term trust with successful clients and introducers. Strong CRM discipline is essential.