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For Companies At a Glance
- Tasks: Engage with high-net-worth clients through calls and face-to-face meetings to grow the client base.
- Company: Join a dynamic firm focused on building relationships and asset management across the UK.
- Benefits: Enjoy remote work flexibility and a lucrative compensation structure with opportunities for growth.
- Why this job: This role offers entrepreneurial spirit, a competitive environment, and the chance to make a real impact.
- Qualifications: Must have level-4 financial advice qualifications and five years of sales experience with high-net-worth individuals.
- Other info: Ideal for those who thrive on challenges and are driven to succeed in a fast-paced environment.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
The Opportunity:
This position is remotely based so open across the United Kingdom!
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.
What are they seeking?
- Consistent and quantifiable individual sales success with stock market investors
- Hold minimum level-4 financial advice qualifications (CII, CISI or LIBF)
- 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
- 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
If you are seeking a highly lucrative compensation structure and organisation keen to see you progress year-on-year then this could be the one for you. Do get in touch by sending your CV to .
Private Client - UK Wide employer: RMK Talent Solutions
Contact Detail:
RMK Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client - UK Wide
✨Tip Number 1
Network strategically within the financial services industry. Attend events, webinars, and conferences where high-net-worth individuals might be present. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with professionals in the private client sector. Engage with their content and share your insights to establish yourself as a knowledgeable and approachable candidate.
✨Tip Number 3
Prepare for potential interviews by practising your pitch on how you would approach high-net-worth clients. Highlight your past successes and be ready to discuss specific strategies you would use to attract and retain clients.
✨Tip Number 4
Research the firm thoroughly before applying. Understand their values, client base, and market position. Tailoring your approach to align with their goals can make you stand out as a candidate who is genuinely interested in contributing to their success.
We think you need these skills to ace Private Client - UK Wide
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in sales, particularly with high-net-worth individuals. Emphasise your qualifications and any relevant achievements that demonstrate your ability to close deals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and your passion for building relationships. Mention specific examples of your past successes in sales and how they relate to the role of Private Client Director.
Highlight Relevant Qualifications: Clearly state your level-4 financial advice qualifications and any other certifications you hold. This is crucial as the company is looking for candidates with specific qualifications.
Showcase Your Sales Track Record: Include quantifiable results from your previous roles, such as the number of clients acquired or assets raised. This will help demonstrate your capability and align with the company's focus on results.
How to prepare for a job interview at RMK Talent Solutions
✨Showcase Your Sales Success
Be prepared to discuss your quantifiable sales achievements in detail. Highlight specific examples of how you've successfully closed deals with high-net-worth individuals, as this will demonstrate your capability and experience in the role.
✨Demonstrate Your Entrepreneurial Spirit
Since the role is highly entrepreneurial, share instances where you've taken initiative or calculated risks that led to successful outcomes. This will show that you have the mindset they are looking for.
✨Prepare for Relationship Building Questions
Expect questions about how you build and maintain relationships with clients. Be ready to discuss your interpersonal communication skills and provide examples of how you've effectively engaged with clients in the past.
✨Emphasise Your Goal-Oriented Mindset
Articulate your goals and how you measure success. Discuss your competitive drive and how it has motivated you to achieve results, aligning with their 'money is a measure of success' mentality.
