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- Tasks: Engage with high-net-worth clients, schedule meetings, and close business deals.
- Company: Join a dynamic firm focused on financial investments for affluent clients.
- Benefits: Enjoy remote work, generous salary, health coverage, and a gym subsidy.
- Why this job: Perfect for entrepreneurial spirits eager to build relationships and achieve financial success.
- Qualifications: Must have RFI Level 4 and five years of sales experience with HNW individuals.
- Other info: Competitive environment with a focus on personal growth and high earnings potential.
The predicted salary is between 60000 - 150000 £ per year.
Salary £60k basic, first year OTE £120k to £150k results dependent.
Location - London. Remote working - once a month in the office for meetings.
Are you a highly entrepreneurial person with a Financial Investment background dealing with HNW clients who enjoys building relationships with prospects? If so, this might be the opportunity for you!
The primary responsibilities include:
- Calling high-net-worth leads that the company provides
- Qualifying and scheduling face-to-face appointments
- 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 salespeople to focus mainly on selling.
Skills & Experience:
- Consistent and quantifiable individual sales success with stock market investors
- RFI Level 4 qualified
- 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
- High activity orientation and exceptional work ethic
- Phenomenal interpersonal communication skills; is confident, dynamic and assertive
Salary and benefits:
- Salary £60k basic, first year OTE £120k to £150k results dependent.
- Highly lucrative compensation structure within an entrepreneurial setting
- 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents
- 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
- Annual Health Screening for you and your qualified dependents
- 9% company pension contribution with an additional company match up to 5%
- Two pension contributions methods to choose from
- Monthly gym subsidy
- Interest-free season ticket loan available for purchase upon six months of employment
Private Client Director employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director
✨Tip Number 1
Network with professionals in the financial investment sector, especially those who work with high-net-worth clients. Attend industry events or seminars where you can meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in dealing with HNW clients. Share insights, articles, and success stories that highlight your sales achievements and relationship-building skills to attract attention from recruiters.
✨Tip Number 3
Prepare for interviews by practising your pitch on how you would approach high-net-worth clients. Be ready to discuss your previous successes in closing deals and how you plan to contribute to the company's growth, as this will demonstrate your entrepreneurial spirit.
✨Tip Number 4
Research the company thoroughly before applying. Understand their values, client base, and market position. This knowledge will help you tailor your conversations and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Private Client Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial investments and your success with high-net-worth clients. Use quantifiable achievements to demonstrate your sales success and skills relevant to the Private Client Director role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and ability to build relationships with prospects. Mention specific examples of how you've successfully closed deals with HNW clients and your approach to client management.
Highlight Relevant Qualifications: Ensure you mention your RFI Level 4 qualification and any other relevant certifications. This will help establish your credibility and expertise in the financial investment sector.
Showcase Your Sales Philosophy: In your application, convey your competitive drive and goal-oriented mindset. Discuss your philosophy on sales and how you measure success, as this aligns with the company's values and expectations for the role.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Sales Success
Be prepared to discuss your quantifiable sales achievements, especially those related to high-net-worth individuals. Use specific examples to illustrate how you've successfully closed deals and built lasting client relationships.
✨Demonstrate Your Entrepreneurial Spirit
Highlight your entrepreneurial mindset during the interview. Share instances where you've taken calculated risks or innovated in your previous roles, as this position requires a proactive approach to client acquisition.
✨Prepare for Relationship Building
Since the role involves building relationships with prospects, think of ways to demonstrate your interpersonal skills. Prepare anecdotes that showcase your ability to connect with clients and understand their needs.
✨Exhibit a Results-Driven Attitude
Emphasise your goal-oriented mentality and how you measure success. Be ready to discuss your strategies for achieving targets and how you maintain motivation in a competitive environment.
