Sales Director - Wealth Management

Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?

Join a global leader in investment management and turn your ambition into real impact.

About the Opportunity:

As a Business Development/ Private Client Director, you’ll be on the frontlines:

• Calling warm, qualified leads provided by our marketing team
• Meeting high-net-worth prospects face-to-face
• Closing new business and gathering new client assets for the firm
• £60,000 base salary per annum + uncapped commission. Strong performance incentives with significant earning potential.

This is a full-time, permanent role with remote flexibility across the UK.

You will focus purely on sales — dedicated portfolio management and client service teams handle onboarding and ongoing relationships, letting you do what you do best: sell.

You’ll be joining a dynamic team of 36 Private Client Directors, all highly driven professionals.

What We\’re Looking For:

✅ 5+ years of experience selling financial solutions to high-net-worth individuals (7–10 years ideal, but less is acceptable if you’re exceptional)

✅ RDR Level 4 qualification — CISI Investment Advice Diploma (IAD) preferred

✅ Proven and quantifiable track record in closing new business

✅ Background in banking, investment sales, or wealth management

✅ Relentless hunter mentality — you love dialing, pitching, closing, and winning

✅ Highly motivated by success metrics like new client assets and commission

✅ Ability to thrive in a high-activity environment and persist through challenges

✅ Professional, ethical, and committed to putting clients first

Important:

If you have under 7 years of experience but show exceptional hunger and sales ability, you may be considered for our Private Client Executive program — a full-time, in-office track to grow into this role.

Why Join Us?

🌎 Work for a trusted, global organization that prioritises its clients and people

🏥 100% paid top-tier medical, dental, and annual health screening plans

🏖 28 days annual leave (+ ability to buy 3 more) + paid holidays

👶 Enhanced maternity leave and fertility/family-forming benefits (£10,000 equivalent support)

💸 Generous pension scheme (9% contribution + up to 5% match)

💪 Gym subsidy and mental wellbeing support programs

🎓 Continuous training, educational support, and personal development programs

Ready to take your sales career to the next level?

Apply now and join a company that rewards your drive, celebrates your wins, and supports your long-term success. 🚀