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Private Client Director

4 weeks ago

London, Greater London, United Kingdom Tate Recruitment Full time
High Net Worth Sales Opportunity

We are seeking a highly entrepreneurial individual with a Financial Investment background to join our team as a Private Client Director.

This is an exceptional opportunity for someone who enjoys building relationships with prospects and has a proven track record in closing new investor business.

The role involves calling high-net-worth leads, qualifying and scheduling face-to-face appointments, and meeting with prospective clients to gather new clients and assets for the firm.

The ideal candidate will have consistent and quantifiable individual sales success with stock market investors, a strong competitive drive, and a results-focused mentality.

The compensation package includes a salary of £60,000 basic, with an OTE of £120,000 to £150,000 in the first year, depending on results.

Benefits include 100% coverage of supplemental medical and dental premiums, annual health screening, a 9% company pension contribution, and more.