Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build relationships with high-net-worth clients and drive asset growth.
- Company: Join RMK Talent Solutions, a leader in financial services and client engagement.
- Benefits: Full-time role with competitive pay and opportunities for personal growth.
- Why this job: Be an entrepreneurial force in a dynamic environment focused on success.
- Qualifications: Proven sales success and level-4 financial advice qualifications required.
- Other info: Great chance to enhance your career in a supportive and ambitious team.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Are you a highly‑entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!
The Day-to-Day
- The primary responsibilities of the Private Client Director are calling high‑net‑worth leads the firm 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 you to focus mainly on asset raising.
Requirements
- Consistent and quantifiable individual sales success with stock market investors.
- Hold minimum level‑4 financial advice qualifications (CII, CISI or LIB).
- 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 successful.
- 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.
- Persistence under adversity; accepts personal responsibility for failures and treats “losses” as learning opportunities.
- High activity orientation and exceptional work ethic.
- Phenomenal interpersonal communication skills; is confident, dynamic and assertive.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Business Development
Industries: Financial Services, Investment Advice, and Investment Management
Private Client Advisor employer: RMK Talent Solutions - 0131 220 9041
Contact Detail:
RMK Talent Solutions - 0131 220 9041 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. The more relationships you build, the better your chances of landing that Private Client Advisor role.
✨Tip Number 2
Practice your pitch! You’ll need to be confident and persuasive when meeting with high-net-worth clients. Role-play with friends or colleagues to refine your approach. Make sure you can clearly articulate how you can add value to their investments and why they should choose you as their advisor.
✨Tip Number 3
Follow up like a champ! After any meetings or networking events, send a quick thank-you note or email. This keeps you top of mind and shows your professionalism. Plus, it’s a great way to remind them of your conversation and express your enthusiasm for working together.
✨Tip Number 4
Apply through our website! We’ve got all the resources you need to make your application stand out. Plus, applying directly shows your commitment and interest in the role. Don’t miss out on the chance to be among the first 25 applicants for this exciting opportunity!
We think you need these skills to ace Private Client Advisor
Some tips for your application 🫡
Show Your Entrepreneurial Spirit: In your application, let us see that entrepreneurial flair! Share examples of how you've built relationships and closed deals in the past. We want to know how you can bring that energy to the Private Client Advisor role.
Highlight Your Sales Success: Make sure to include quantifiable achievements in your sales history. Numbers speak volumes, so if you've hit targets or closed significant deals, shout about it! This will help us see your potential impact on our team.
Tailor Your Application: Don’t just send a generic CV and cover letter. Tailor your application to reflect the specific skills and experiences that match the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re among the first 25 applicants. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at RMK Talent Solutions - 0131 220 9041
✨Know Your Numbers
As a Private Client Advisor, you'll need to showcase your quantifiable sales success. Brush up on your past achievements and be ready to discuss specific figures that highlight your ability to close deals and attract high-net-worth clients.
✨Master the Art of Relationship Building
This role is all about building relationships. Prepare examples of how you've successfully nurtured client relationships in the past. Think about your approach to warm calls and in-person meetings, and be ready to share your strategies for connecting with prospects.
✨Showcase Your Entrepreneurial Spirit
The job requires a highly entrepreneurial mindset. Be prepared to discuss times when you've taken calculated risks or innovated in your sales approach. Highlight your competitive drive and how it has led to your success in previous roles.
✨Demonstrate Your Communication Skills
Exceptional interpersonal communication is key for this position. Practice articulating your thoughts clearly and confidently. Consider role-playing common interview scenarios to ensure you come across as dynamic and assertive during your interview.
