Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: As a Private Client Director, you'll bring in new clients and manage high-net-worth portfolios.
- Company: Join a leading international Investment Management & Financial Planning organization with a strong reputation.
- Benefits: Enjoy 100% remote work, a competitive salary, and an excellent bonus structure.
- Why this job: This role offers significant earning potential and the chance to work with affluent clients.
- Qualifications: Must be Level 4 qualified with a proven track record in client acquisition.
- Other info: Leads are generated for you, allowing you to focus on building relationships and closing deals.
The predicted salary is between 100000 - 150000 £ per year.
Mbf are currently working with an international Investment Management & Financial Planning organisation to recruit a qualified Financial Adviser. Our client is looking for an individual who has a proven track record of bringing in new clients – must be Level 4 qualified. The business specialises in providing advice to HNW individuals – The average client will have £600/£700k of investable assets. The client is looking to recruit an ambitious & motivate individual, success within this organisation will be generously rewarded, with expected earnings to be six figures in year 1 and rising significantly over time due to their generous bonus structure. These roles can be based anywhere across the UK and are 100% remote (you can travel to the office if you wish to do so). All leads are generated and qualified via the company’s own marketing and telemarketing team (they would most likely pass on 80-90 enquiries per month which they hope you could transfer to 15/20 appointments), the company database (which would obviously involve phone work), and Advisers with longevity in the business will get more referrals from individuals they have assisted previously. Package Basic salary of £60,000 Excellent bonus scheme – paid both monthly & annually To sum up, you can expect to earn £100-£150k in year one. Years 3-4 £200-£250k appx. The top quarter of 35 current Advisors …
Private Client Director employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director
✨Tip Number 1
Make sure to highlight your proven track record in bringing in new clients during any conversations. This role is all about client acquisition, so be ready to share specific examples of how you've successfully attracted high-net-worth individuals in the past.
✨Tip Number 2
Familiarize yourself with the company's services and their approach to financial planning for HNW clients. Being knowledgeable about their offerings will help you demonstrate your genuine interest and alignment with their business model during discussions.
✨Tip Number 3
Network with current or former employees if possible. They can provide valuable insights into the company culture and what it takes to succeed as a Private Client Director, which can give you an edge in your application process.
✨Tip Number 4
Prepare to discuss how you would leverage the leads provided by the marketing and telemarketing teams. Show that you have a strategic plan for converting these leads into appointments and ultimately, long-term clients.
We think you need these skills to ace Private Client Director
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly state your Level 4 qualification in your CV and cover letter. Emphasize any relevant certifications or training that demonstrate your expertise in financial advising.
Showcase Your Track Record: Provide specific examples of how you have successfully brought in new clients in the past. Use metrics to quantify your achievements, such as the number of clients acquired or the total assets managed.
Tailor Your Application: Customize your CV and cover letter to align with the job description. Mention your experience with high-net-worth individuals and how you can contribute to the company's success.
Express Your Ambition: In your cover letter, convey your motivation and ambition to succeed in this role. Discuss your long-term career goals and how they align with the company's growth and success.
How to prepare for a job interview at mbf.
✨Showcase Your Client Acquisition Skills
Be prepared to discuss your proven track record of bringing in new clients. Highlight specific examples where you've successfully attracted high-net-worth individuals and how you managed those relationships.
✨Understand the Company’s Value Proposition
Research the organization thoroughly. Understand their services, target market, and what sets them apart from competitors. This will help you articulate why you want to work with them and how you can contribute.
✨Prepare for Role-Playing Scenarios
Since this role involves client interaction, be ready for potential role-playing exercises during the interview. Practice how you would approach a new client, addressing their needs and concerns effectively.
✨Discuss Your Ambition and Motivation
The company is looking for ambitious and motivated individuals. Be sure to convey your career goals and how they align with the company's growth trajectory. Share your vision for success within the organization.
