Private Client Director (Wealth Management)

Private Client Director (Wealth Management)

Job Reference: WAWMD

Job Location: United Kingdom, England

Job Type: Permanent

Posted 5 days ago

Fully remote (candidate must be based in the UK)

Are you a driven, people-focused sales professional who thrives on building relationships and closing high-value business? My client is looking for ambitious Private Client Directors to play a key role in expanding their growing client base.

In this role, you'll engage with high-net-worth prospects through warm, qualified leads - no cold calling grind. You'll take the time to understand each client's financial goals, build genuine relationships, and arrange face-to-face meetings where you can showcase your expertise and convert opportunities into long term partnerships.

This is a highly entrepreneurial, sales led position where your success is defined by your ability to build trust, influence decisions, and confidently close business in person.

And you won't be doing it alone. A dedicated portfolio management and client service team will handle onboarding and ongoing client care, giving you the freedom to focus on what you do best: developing relationships and winning new business. You'll work closely with the Managing Director and be instrumental in driving the firm's continued growth.

What we're looking for:

• A strong track record of personal sales success with stock market investors
• RDR Level 4 qualification
• At least 5 years' experience working with high-net-worth individuals
• Proven ability to win and close new investor business
• A driven, target-focused mindset with a hunger to succeed
• Confidence to take calculated risks and learn from every outcome
• Demonstrated closing ability backed by measurable achievements
• Resilience, positivity, and a solutions-focused attitude
• High energy and comfort working in a fast paced, performance-driven environment
• Excellent interpersonal and communication skills
• A strong sense of ethics and professionalism