Find a job 
Featured Companies 
Featured Universities 
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; exceptional candidates with less experience may apply.
- Other info: Opportunity for career growth through 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
✨Network with Industry Professionals
Connect with professionals in the wealth management sector through LinkedIn or industry events. Building relationships with current employees can provide insights into the company culture and potentially lead to referrals.
✨Showcase Your Sales Achievements
Prepare to discuss your quantifiable sales achievements during interviews. Highlight specific examples of how you've successfully closed deals and built client relationships, as this will resonate well with the hiring team.
✨Research the Company’s Values
Familiarise yourself with our company's mission and values. Understanding what we prioritise can help you tailor your conversations and demonstrate how your personal values align with ours during interviews.
✨Prepare for Role-Playing Scenarios
Be ready for role-playing exercises that may be part of the interview process. Practising your pitch and closing techniques can help you showcase your hunter mentality and sales skills effectively.
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, especially 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 the CISI Investment Advice Diploma (IAD), make sure it stands out as it is preferred for this role.
Showcase Your Motivation: Demonstrate your motivation by discussing how you thrive in high-activity environments. Mention your commitment to client success and how you measure your 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, especially those involving high-net-worth clients. 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 will show your expertise and commitment to the industry, making you a more attractive candidate.
✨Demonstrate Your Hunter Mentality
Be ready to explain how you approach lead generation and closing deals. Share your strategies for overcoming objections and your persistence in pursuing new business opportunities, as this role requires a relentless drive.
✨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 expectations.
