Private Client Director
2 days ago
Direct message the job poster from Tate RecruitmentPrincipal Consultant @ Tate Recruitment | Recruitment MaverickPrivate Client DirectorSalary £60k basic, first year OTE £120k to £150k results dependent.Location -LondonRemote 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 youThe 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.This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. 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.Skills & Experience:Consistent and quantifiable individual sales success with stock market investorsMinimum of five years of success selling to high-net-worth individualsQuantifiable track record in closing new investor businessStrong competitive drive; plays to win and has desire to be #1Goal-oriented and results-focused; “money is a measure of success” mentalityCalculated risk-taker: willing to win-some, lose someProven closer; outstanding sales ability with documented track record of successOptimistic outlook; sees opportunities not problemsHigh activity orientation and exceptional work ethicPhenomenal interpersonal communication skills; is confident, dynamic and assertiveSalary and benefits:Salary £60k basic, first year OTE £120k to £150k results dependent.Highly lucrative compensation structure within an entrepreneurial setting100% 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 daysAnnual Health Screening for you and your qualified dependents*9% company pension contribution with an additional company match up to 5%Two pension contributions methods to choose fromMonthly gym subsidyInterest-free season ticket loan available for purchase upon six months of employment**Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionCustomer Service, Sales, and Business DevelopmentIndustriesBanking, Financial Services, and Investment ManagementReferrals increase your chances of interviewing at Tate Recruitment by 2xSign in to set job alerts for “Client Director” roles.London, England, United Kingdom 8 months agoLondon, England, United Kingdom 2 days agoLondon, England, United Kingdom 1 month agoHead of Client Relations- 1 Year Fixed Term ContractLondon, England, United Kingdom 3 days agoLondon, England, United Kingdom 1 hour agoGreater London, England, United Kingdom 4 days agoClient Relationship Director Third Party Relationships - Global WealthLondon, England, United Kingdom 1 week agoClient Director - Executive Learning SolutionsLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 1 month agoLondon, England, United Kingdom 2 days agoLondon, England, United Kingdom 22 hours agoLondon, England, United Kingdom 2 hours agoGreater London, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 1 day agoGreater London, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 1 day agoLondon, England, United Kingdom 2 months agoClient Director - Employee Benefits Digital SolutionsLondon, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 19 hours agoLondon, England, United Kingdom 1 day agoLondon, England, United Kingdom 4 days agoRelationship Director - Retail & WholesaleLondon, England, United Kingdom 1 day agoDirector Global Sales – Luxury & Lifestyle Northern EuropeLondon, England, United Kingdom 1 month agoLondon, England, United Kingdom 1 week agoManaging Director, Transaction Banking Solutions - Corporate SalesLondon, England, United Kingdom 1 week agoLead Client Director – Digital & Retail MediaLondon, England, United Kingdom 1 month agoUK Country Manager & Sr Director of Corporate SalesLondon, England, United Kingdom 22 hours agoLead Client Director – Digital & Retail MediaLondon, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 1 month agoAssociate Director - Operational Transformation - Retail & Commercial BankingLondon, England, United Kingdom 1 month agoOperations Director - Professional Services SMELondon, England, United Kingdom 3 days agoLondon, England, United Kingdom 23 hours agoLondon, England, United Kingdom 4 months agoWe’re unlocking community knowledge in a new way. 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Private Client Director
4 days ago
Greater London, United Kingdom RMK Talent Solutions Full timeJob AdvertLocation: United KingdomWe are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective clients, gathering new clients, and managing...
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Private Client Director
3 days ago
Greater London, United Kingdom Fisher Investments Full timeThe Opportunity As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person...
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Private Client Director
2 days ago
London, Greater London, United Kingdom Tate Recruitment Full time £60,000 - £180,000 per yearPrivate Client DirectorSalary £60k basic, first year OTE £120k to £150k, 2nd and 3rd year £200k to £300k results dependent.Location -LondonRemote working - once every 2 months in the office for meetings.Are you a highly entrepreneurial person with aFinancial Investment background dealing with HNW clientswho enjoys building relationships with prospects?...
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Private Client Director
2 weeks ago
London, United Kingdom RMK Talent Solutions Full timeJob description Job Advert: Private Client Director Location: United Kingdom We are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective...
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Private Client Tax Partnerships Director
1 week ago
Greater London, United Kingdom RSM UK Full timeA prominent consulting firm is seeking a Private Client Tax Associate Director in London. The role involves managing client relationships, leading diverse advisory projects, and mentoring junior staff. Ideal candidates will be CTA and/or ACA qualified with strong experience in tax issues related to private clients. The firm offers a range of benefits and...
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Private Client Director
7 days ago
London, United Kingdom RMK Talent Solutions Full timeJob description Job Advert: Private Client Director Location: United Kingdom We are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective...
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Private Client Director
2 weeks ago
London, United Kingdom Fisher Investments Full timeJob DescriptionThe Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial...
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Private Client Tax Associate Director
1 week ago
Greater London, United Kingdom RSM UK Full timeMake an Impact within our Private Client Tax team at RSM UK Our Private Client Team works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined up service to owner...
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Private Client Tax
1 week ago
Greater London, United Kingdom ACCA Careers Full timePrivate Client Tax - Associate Director ACCA Careers London, England, United Kingdom This role requires strong expertise in tax advisory and compliance within the professional services sector. The position focuses on supporting high‑net‑worth individuals while delivering exceptional client service. Responsibilities Provide tax advisory services to...
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Private Client Director
1 week ago
City Of London, United Kingdom RMK Talent Solutions Full timeOverviewJob Advert: Private Client DirectorLocation: United KingdomWe are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face appointments. Your primary responsibility will be meeting with prospective clients,...
