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Private Client Director

4 months ago

Greater London, United Kingdom Tate Recruitment Full time

Private Client Director


Location -London


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.

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 investors
  • RFI Level 4 qualified
  • Minimum of five years of success selling to high-net-worth individuals
  • Quantifiable track record in closing new investor business
  • Strong competitive drive; plays to win and has desire to be #1
  • Goal-oriented and results-focused; “money is a measure of success” mentality
  • Calculated risk-taker: willing to win-some, lose some
  • Proven closer; outstanding sales ability with documented track record of success
  • Optimistic outlook; sees opportunities not problems
  • High activity orientation and exceptional work ethic
  • Phenomenal interpersonal communication skills; is confident, dynamic and assertive


Salary and benefits:

Salary £60k basic, OTE year 1 £90-£120k, year 2 £120-£170k and so on.

  • 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
  • Annual 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 from
  • Monthly gym subsidy
  • Interest-free season ticket loan available for purchase upon six months of employment**