Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage high-net-worth clients through calls and face-to-face meetings to grow the client base.
- Company: Join Barbara Houghton Associates Limited, a dynamic firm focused on wealth management.
- Benefits: Enjoy a supportive team, entrepreneurial environment, and opportunities for personal growth.
- Why this job: This role offers a chance to excel in sales while making meaningful connections with clients.
- Qualifications: 5+ years of proven sales success with high-net-worth individuals and strong interpersonal skills.
- Other info: This is a permanent position based in London, requiring an EU work permit.
The predicted salary is between 43200 - 72000 £ per year.
Our client is looking for a Private Client Director, RDR Level 4, to join their team on a permanent basis in London.
Role and Responsibilities:
- Call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments.
- Meet with prospective clients to gather new clients and assets for the firm.
- This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business.
- You will be supported by dedicated portfolio management and client service groups who handle the transition and retention of client relationships, allowing you to focus on selling.
Your Qualifications:
- Consistent and quantifiable individual sales success with stock market investors.
- 5+ years of success selling to high-net-worth individuals.
- Quantifiable track record in closing new investor business.
- Proven closer with outstanding documented sales ability.
- High activity orientation and persistence through setbacks.
- Ability to connect with diverse audiences through dynamic interpersonal skills.
Private Client Director, RDR Level 4 employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director, RDR Level 4
✨Tip Number 1
Network with professionals in the finance and investment sectors. Attend industry events, seminars, or webinars where high-net-worth individuals might be present. Building relationships in these circles can lead to valuable referrals and insights.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with potential clients and industry peers. Share relevant content that showcases your expertise in private client management and engage with others to increase your visibility.
✨Tip Number 3
Prepare for face-to-face meetings by researching your prospective clients thoroughly. Understand their financial backgrounds and interests so you can tailor your pitch to meet their specific needs and demonstrate your value.
✨Tip Number 4
Practice your sales techniques regularly. Role-playing scenarios with a colleague can help you refine your approach and boost your confidence when it comes to closing deals with high-net-worth individuals.
We think you need these skills to ace Private Client Director, RDR Level 4
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in sales, particularly with high-net-worth individuals. Use quantifiable achievements to demonstrate your success and skills relevant to the Private Client Director role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and ability to connect with clients. Mention specific examples of your past successes in closing deals and how you can bring value to Barbara Houghton Associates Limited.
Highlight Relevant Qualifications: Clearly state your RDR Level 4 qualification and any other relevant certifications. This will show that you meet the necessary requirements for the role and are committed to professional standards.
Prepare for Interviews: If selected for an interview, be ready to discuss your sales strategies and how you've successfully built relationships with high-net-worth clients. Prepare to share specific examples that demonstrate your interpersonal skills and persistence.
How to prepare for a job interview at JR United Kingdom
✨Research the Company
Before your interview, make sure to thoroughly research Barbara Houghton Associates Limited. Understand their values, services, and recent news. This will help you tailor your responses and show genuine interest in the company.
✨Prepare for Sales Scenarios
Given the role's focus on high-net-worth individuals, be ready to discuss your past sales experiences. Prepare specific examples of how you've successfully closed deals and built client relationships, as this will demonstrate your capability as a Private Client Director.
✨Showcase Your Interpersonal Skills
Since the role requires connecting with diverse audiences, practice showcasing your interpersonal skills during the interview. Be engaging, listen actively, and respond thoughtfully to questions to highlight your ability to build rapport with clients.
✨Ask Insightful Questions
Prepare a few insightful questions to ask at the end of the interview. This could include inquiries about the company's growth plans or how they support their sales team. Asking thoughtful questions shows your enthusiasm and strategic thinking.
