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Private Clients Director

5 months ago

London, United Kingdom Tate Recruitment Full time €60,000

Private Client Director
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, the Private Client Director might be the opportunity for you

The Role of the Private Client Director:

The primary responsibilities of the Private Client Director are calling high-net-worth leads that the company provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm.
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.

Minimum of five years of success selling to high-net-worth individuals
Calculated risk-taker: willing to win-some, lose some
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
~ 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**