Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Connect with high-net-worth clients and schedule face-to-face meetings to grow the business.
- Company: Join a dynamic firm focused on financial investments and client relationships.
- Benefits: Enjoy a competitive salary, remote work options, and generous leave policies.
- Why this job: This role offers entrepreneurial freedom and the chance to make a significant impact.
- Qualifications: Must have 5+ years of sales experience with high-net-worth individuals and RFI Level 4 qualification.
- Other info: Earn up to £150k in your first year based on performance!
The predicted salary is between 60000 - 150000 £ per year.
Private Client Director Salary £60k basic, first year OTE £120k to £150k results dependent. Location -London Remote working – once a month in the office for meetings. Are you a highly entrepreneurial person with a Financial Investment background dealing with HNW clients who enjoys building relationships with prospects? If so, the Private Client Director might be the opportunity for you The Role of the Private Client Director: The primary responsibilities of the Private Client Director are calling high-net-worth leads that the company provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling salespeople to focus mainly on selling. Skills & Experience: Consistent and quantifiable individual sales success with stock market investors RFI Level 4 qualified Minimum of five years of success selling to high-net-worth individuals Quantifiable track record in closing new investor business Strong competitive drive; plays to win and has desire to be 1 Goal-oriented and results-focused; “money is a measure of success” mentality Calculated risk-taker: willing to win-some, lose some Proven closer; outstanding sales ability with documented track record of success Optimistic outlook; sees opportunities not problems High activity orientation and exceptional work ethic Phenomenal interpersonal communication skills; is confident, dynamic and assertive Salary and benefits: Salary £60k basic, first year OTE £120k to £150k results dependent. Highly lucrative compensation structure within an entrepreneurial setting 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days Annual Health Screening for you and your qualified dependents 9% company pension contribution with an additional company match up to 5% Two pension contributions methods to choose from Monthly gym subsidy Interest-free season ticket loan available for purchase upon six months of employment
Private Client Director employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director
✨Tip Number 1
Network strategically within the financial investment community. Attend industry events, webinars, and local meetups where high-net-worth individuals might be present. Building relationships in these settings can give you a significant edge.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with potential clients and showcase your expertise. Share insightful content related to financial investments that can attract high-net-worth individuals to engage with you.
✨Tip Number 3
Prepare for the interview by practicing your pitch. Focus on how you can add value to high-net-worth clients and demonstrate your understanding of their unique needs and challenges in the investment landscape.
✨Tip Number 4
Research StudySmarter thoroughly to understand our values and culture. Tailor your conversations during the interview to align with our entrepreneurial spirit and commitment to client success, showcasing how you fit into our team.
We think you need these skills to ace Private Client Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial investments and your success with high-net-worth clients. Use quantifiable achievements to demonstrate your sales success.
Craft a Compelling Cover Letter: In your cover letter, emphasize your entrepreneurial spirit and your ability to build relationships with prospects. Mention specific examples of how you've successfully closed deals with HNW clients.
Showcase Your Skills: Clearly outline your skills that align with the job description, such as your strong competitive drive, goal-oriented mindset, and exceptional interpersonal communication skills. Use bullet points for clarity.
Prepare for Interviews: Be ready to discuss your track record in closing new investor business and your approach to managing client relationships. Prepare examples that showcase your optimistic outlook and calculated risk-taking.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Sales Success
Be prepared to discuss your quantifiable sales achievements, especially those related to high-net-worth individuals. Highlight specific examples where you successfully closed deals and how you achieved your targets.
✨Demonstrate Relationship-Building Skills
Since the role involves building relationships with prospects, share experiences that showcase your ability to connect with clients. Discuss how you maintain long-term relationships and provide exceptional service.
✨Exhibit a Competitive Spirit
The company values a strong competitive drive. Be ready to talk about situations where you went above and beyond to win a deal or outperform your peers. This will demonstrate your desire to succeed in a results-oriented environment.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and risk-taking abilities. Think of examples where you made calculated decisions that led to successful outcomes, showcasing your optimistic outlook and proactive approach.
