Private Client Director

Fully remote (candidate must be based in the UK)

My client is looking for an ambitious & people-focused Private Client Director to help grow their client base. In this role, you'll speak with high-net-worth prospects using warm leads we provide, qualify their needs, & set up face-to meeting. You'll meet with prospective clients to build relationships, understand their goals, & ultimately bring new clients & assets to the firm.

This is an entrepreneurial, sales focused position where your success comes from building trust & confidently closing business in person.

You won't be doing this alone their dedicated portfolio management & client service teams handle on boarding & ongoing client care, so you can concentrate on what you do best: selling & growing relationships. You'll report directly to the Managing Director & play a key role in the continued growth plans.

Qualifications and Experience

• A proven track record of individual sales success with stock market investors
• RDR Level 4 qualification
• At least 5 year's experience selling to high-net-worth individuals
• Clear, measurable success in closing new investor business
• A driven, goal oriented mindset where success is something you actively pursue
• Confidence to take calculated risks & learn from every outcome
• Strong closing skills with documented sales achievements
• A positive, resilient attitude that treats challenges as opportunities
• High energy, persistence, & comfort with a fast paced sales environment
• Excellent interpersonal skills & the ability to connect with a wide range of people
• A strong sense of ethics & professionalism

If you're motivated by results, enjoy building meaningful client relationships, & thrive in a performance driven environment, I'd love to hear from you.

WA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003.