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For Companies At a Glance
- Tasks: Close new business and build relationships with high-net-worth investors.
- Company: Join a global leader in investment management focused on client success.
- Benefits: Enjoy remote flexibility, top-tier health plans, generous leave, and a gym subsidy.
- Why this job: Be part of a dynamic team that celebrates your wins and supports your growth.
- Qualifications: 5+ years in financial sales; RDR Level 4 qualification preferred.
- Other info: Exceptional candidates with less experience may join the Private Client Executive program.
The predicted salary is between 42000 - 84000 £ per year.
Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors? Join a global leader in investment management and turn your ambition into real impact.
About the Opportunity:
- As a Business Development/ Private Client Director, you’ll be on the frontlines:
- Calling warm, qualified leads provided by our marketing team
- Meeting high-net-worth prospects face-to-face
- Closing new business and gathering new client assets for the firm
£60,000 base salary per annum + uncapped commission. Strong performance incentives with significant earning potential. This is a full-time, permanent role with remote flexibility across the UK. You will focus purely on sales — dedicated portfolio management and client service teams handle onboarding and ongoing relationships, letting you do what you do best: sell. You’ll be joining a dynamic team of 36 Private Client Directors, all highly driven professionals.
What We're Looking For:
- 5+ years of experience selling financial solutions to high-net-worth individuals (7–10 years ideal, but less is acceptable if you’re exceptional)
- RDR Level 4 qualification — CISI Investment Advice Diploma (IAD) preferred
- Proven and quantifiable track record in closing new business
- Background in banking, investment sales, or wealth management
- Relentless hunter mentality — you love dialing, pitching, closing, and winning
- Highly motivated by success metrics like new client assets and commission
- Ability to thrive in a high-activity environment and persist through challenges
- Professional, ethical, and committed to putting clients first
Important: If you have under 7 years of experience but show exceptional hunger and sales ability, you may be considered for our Private Client Executive program — a full-time, in-office track to grow into this role.
Why Join Us?
- Work for a trusted, global organization that prioritises its clients and people
- 100% paid top-tier medical, dental, and annual health screening plans
- 28 days annual leave (+ ability to buy 3 more) + paid holidays
- Enhanced maternity leave and fertility/family-forming benefits (£10,000 equivalent support)
- Generous pension scheme (9% contribution + up to 5% match)
- Gym subsidy and mental wellbeing support programs
- Continuous training, educational support, and personal development programs
Ready to take your sales career to the next level? Apply now and join a company that rewards your drive, celebrates your wins, and supports your long-term success.
Sales Director - Wealth Management employer: TalentDome Staffing
Contact Detail:
TalentDome Staffing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Director - Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, and conferences to meet potential colleagues and clients. Building relationships can give you an edge when applying for the Sales Director position.
✨Tip Number 2
Research the company thoroughly. Understand their values, mission, and recent achievements in investment management. This knowledge will help you tailor your approach during interviews and demonstrate your genuine interest in joining us.
✨Tip Number 3
Prepare to discuss your sales achievements in detail. Be ready to share specific examples of how you've successfully closed deals and built client relationships. Highlighting your quantifiable successes will resonate well with our hiring team.
✨Tip Number 4
Showcase your hunter mentality during conversations. Emphasise your passion for sales and your relentless drive to achieve targets. We value candidates who are motivated by success metrics, so let that enthusiasm shine through!
We think you need these skills to ace Sales Director - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in selling financial solutions to high-net-worth individuals. Use quantifiable achievements to demonstrate your track record in closing new business.
Craft a Compelling Cover Letter: In your cover letter, express your passion for sales and your hunter mentality. Mention specific examples of how you've successfully built relationships and closed deals in the past.
Highlight Relevant Qualifications: Clearly state your RDR Level 4 qualification or any relevant certifications. If you have less than 7 years of experience, emphasise your exceptional sales ability and hunger for success.
Showcase Your Motivation: Demonstrate your motivation by discussing how you thrive in high-activity environments. Mention your commitment to client-first ethics and how you measure success through metrics like new client assets and commission.
How to prepare for a job interview at TalentDome Staffing
✨Showcase Your Sales Success
Prepare to discuss specific examples of your past sales achievements, particularly those involving high-net-worth individuals. Quantify your success with metrics like new client assets or commission earned to demonstrate your ability to close deals.
✨Understand the Wealth Management Landscape
Familiarise yourself with current trends and challenges in wealth management. Being able to discuss these topics will show your depth of knowledge and commitment to the industry, making you a more attractive candidate.
✨Demonstrate Your Hunter Mentality
Be ready to articulate your approach to prospecting and closing deals. Share stories that highlight your relentless pursuit of new business and how you overcome obstacles in a high-activity environment.
✨Emphasise Client-Centric Values
Since the role prioritises putting clients first, prepare to discuss how you build and maintain relationships with clients. Highlight your professional ethics and commitment to delivering exceptional service, which aligns with the company's values.
