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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 work flexibility, top-tier health plans, and generous leave policies.
- 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 lead to referrals and insider information about job openings.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in sales and wealth management. Share relevant content, engage with industry leaders, and connect with high-net-worth individuals to increase your visibility in the field.
✨Tip Number 3
Prepare for interviews by researching our company’s values, recent achievements, and market position. Tailor your responses to demonstrate how your experience aligns with our goals and how you can contribute to our success.
✨Tip Number 4
Practice your pitch! As a Sales Director, your ability to sell yourself is crucial. Rehearse your sales techniques and be ready to discuss your past successes in closing deals with high-net-worth clients during networking opportunities or interviews.
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: Write a cover letter that showcases your hunter mentality and passion for sales. 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 the CISI Investment Advice Diploma (IAD), make sure to mention it prominently.
Showcase Your Motivation: In your application, express your motivation by discussing your drive for success metrics like new client assets and commission. This will resonate with the company's focus on performance incentives.
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 numbers, such as the percentage of new business closed or assets gathered, to demonstrate your impact.
✨Understand the Wealth Management Landscape
Familiarise yourself with current trends and challenges in wealth management. Being able to discuss these topics intelligently will show your passion for the industry and your commitment to understanding clients' needs.
✨Demonstrate Your Hunter Mentality
Be ready to explain how you approach prospecting and closing deals. Share your strategies for overcoming objections and your methods for maintaining motivation in a high-activity environment, as this role requires a relentless pursuit of new business.
✨Emphasise Client-Centric Values
Highlight your commitment to putting clients first. Discuss how you build and maintain relationships with clients, ensuring their needs are met while also achieving your sales targets. This aligns with the company's values and will resonate well with interviewers.
