Private Client Director

Private Client Director

Please make an application promptly if you are a good match for this role due to high levels of interest.

Fully remote (candidate must be based in the UK)

My client is looking for an ambitious & people-focused Private Client Director to help grow their client base. In this role, you\’ll speak with high-net-worth prospects using warm leads we provide, qualify their needs, & set up face-to-face meetings. You\’ll meet with prospective clients to build relationships, understand their goals, & ultimately bring new clients & assets to the firm.

This is an entrepreneurial, sales-focused position where your success comes from building trust & confidently closing business in person.

You won\’t be doing this alone… their dedicated portfolio management & client service teams handle on-boarding & ongoing client care, so you can concentrate on what you do best: selling & growing relationships. You\’ll report directly to the Managing Director & play a key role in the continued growth plans.

What they need from you:-

A proven track record of individual sales success with stock market investors
RDR Level 4 qualification
At least 5 year\’s experience selling to high-net-worth individuals
Clear, measurable success in closing new investor business
A driven, goal-oriented mindset where success is something you actively pursue
Confidence to take calculated risks & learn from every outcome
Strong closing skills with documented sales achievements
A positive, resilient attitude that treats challenges as opportunities
High energy, persistence, & comfort with a fast-paced sales environment xiskglj
Excellent interpersonal skills & the ability to connect with a wide range of people
A strong sense of ethics & professionalism

If you\’re motivated by results, enjoy building meaningful client relationships, & thrive in a performance-driven environment, I\’d love to hear from you.

(phone number removed)

(url removed)

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