An ambitious and fast-growing business specialising in high-value alternative assets is looking for a relationship-driven Private Client Executive to join its expanding sales team.
This is an excellent opportunity for a commercially minded sales professional to join a growing business with access to a substantial database of warm leads, while also building and developing their own portfolio of high-net-worth clients. The successful candidate will manage the full sales cycle, from prospecting and relationship building through to consultative sales and long-term account management.
The role would suit someone who enjoys autonomy, thrives in a business development environment, and is motivated by uncapped earning potential while maintaining a genuinely client-first approach.
Location: 4 days onsite in Edinburgh.
Key Responsibilities
- Build and develop relationships with high-net-worth individuals through a combination of warm leads, networking, referrals and self-generated business.
- Manage the full sales process from initial engagement through to negotiation, objection handling and closing.
- Deliver a consultative sales experience, educating clients on high-value physical assets and presenting tailored solutions aligned to their objectives.
- Grow and manage a portfolio of clients, identifying opportunities for repeat business, referrals and long-term account growth.
- Maintain accurate CRM records, sales forecasts and pipeline management.
- Work closely with internal teams to ensure an outstanding customer experience throughout the client journey.
- Ensure all client communications are accurate, compliant and focused on building long-term trust.
Requirements
- Proven success in business development, private client sales or high-value consultative sales.
- Experience building long-term relationships with clients, ideally including high-net-worth individuals.
- A strong track record of managing the full sales cycle from prospecting to close.
- Comfortable generating new business through networking, referrals and outbound activity, while maximising warm opportunities.
- Excellent communication, negotiation and relationship management skills.
- Highly organised with strong pipeline management and CRM discipline.
- Experience selling alternative assets, investments or other high-value products is advantageous but not essential, as full training will be provided.
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