Role Overview:
Salary: £60,000
OTE: £120,000
We are recruiting for a Private Client Director with a leading independent wealth management firm. In this entrepreneurial role, you will contact high-net-worth leads provided by our firm, qualify them, and schedule face-to-face appointments. Your primary objective is to acquire new clients and assets by providing expert, independent financial advice. You will focus on warm initial calls and in-person selling, supported by dedicated portfolio management and client service teams that handle transitions and retention, allowing you to concentrate on growing your business. This role reports directly to the Managing Director.
Qualifications & Experience:
- Demonstrable and quantifiable individual sales success with stock market investors
- RDR Level 4 qualification
- Minimum of 5 years’ experience in selling to high-net-worth individuals
- A proven track record of closing new investor business
- A motivated mindset, recognising that success is measured by results
- A calculated risk-taker with a proven ability to close deals
- Outstanding interpersonal skills to connect dynamically with diverse audiences
- Highly ethical and professional in approach
Why Join This Firm:
Our global organisation stands out by putting clients first, providing unmatched service, and taking a personalised approach to investing. We align with our clients' best interests through a transparent fee structure and utilise reputable European custodians. Our success is driven by our people, and to support your long-term goals, we offer an extensive benefits package, including:
- 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for you and your qualified dependents
- 28 days of annual leave, with the option to purchase up to 3 additional days, plus up to 8 paid holidays
- Enhanced maternity pay with 16 weeks’ top-up to full base pay for eligible employees
- A fertility, hormonal health, and family-forming benefit valued at $10,000*
- A retirement pension plan with a 9% company contribution and an additional match of up to 5% on personal contributions
- A gym subsidy of up to £50 per month
- Access to our Employee Assistance Program and other wellbeing services
- A collaborative environment that values ongoing training, educational support, and regular employee appreciation events
We pride ourselves on an inclusive culture that values diverse perspectives and unique skills, fostering a collaborative mindset and a commitment to achieving great results. If you’re ready to make a difference by enhancing the investment landscape while achieving personal success, we’d love to hear from you.