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Remote Private Client Director (RDR4) – HNW Growth
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
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.