Private Client Director

3 days ago


London, Greater London, United Kingdom Tate Recruitment Full time £60,000

About the Role:

The Private Client Director is a key position within our organization, responsible for building relationships with high-net-worth clients and acquiring new business opportunities.

Key Responsibilities:

  • Qualify and schedule face-to-face appointments with prospective clients
  • Meet with clients to gather new business and assets for the firm
  • Work closely with dedicated portfolio management and client service groups to ensure seamless client transitions and retention

Requirements:

  • Minimum of five years of success selling to high-net-worth individuals
  • Ability to take calculated risks and adapt to changing market conditions
  • Strong compensation structure with opportunities for growth and advancement
  • Comprehensive benefits package, including medical and dental coverage, annual leave, and pension contributions

What We Offer:

  • A dynamic and entrepreneurial work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


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