Private Client Director

Job Location: United Kingdom, City of London

Job Type: Permanent

Posted 2 days ago

Ready to take your career to the next level? As a Private Client Director, you’ll engage high-net-worth leads, qualify them, and set up face-to-face appointments. You’ll focus on building new client relationships and securing assets for the firm. This role is highly entrepreneurial, involving warm calls and in-person selling to close deals.

Your key task? Selling.

Backed by dedicated teams for portfolio management and client service, you’ll have the support to focus purely on what you do best.

What is my client looking For:

Proven individual sales success with stock market investors

Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
RDR level 4 qualification
5+ years of successful experience selling to high-net-worth individuals
Quantifiable track record in closing new investor business
Motivated and goal-oriented mindset
Calculated risk-taker
Exceptional closing skills with documented sales ability
Optimistic and solution-focused approach
Persistent and highly active in face of setbacks
Ability to connect with diverse audiences through excellent interpersonal skills

Interested? Let’s chat.

#InvestmentCareers #HighNetWorth #SalesJobs

WA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003.

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