Expire in: a month
Are you a driven financial sales professional ready to take your career to the next level?
My client is looking for talented individuals to join their team as Private Client Directors - professionals who thrive in building relationships with high-net-worth investors and delivering world-class service.
As a Private Client Director, you'll engage with qualified high-net-worth leads provided to you, conducting warm initial calls and in-person meetings to develop new client relationships. Your goal: to bring new clients and assets to the firm. You'll have the freedom to focus solely on selling - with dedicated portfolio management and client service teams supporting you through the onboarding and relationship management process.
What You'll Bring:
Proven sales success with measurable results selling investment or wealth management solutions
RDR Level 4 qualification (or equivalent)
5+ years of experience working with high-net-worth individuals
A track record of closing new investor business and exceeding goals
A results-driven mindset, viewing success through performance and achievement
A strategic risk-taker who embraces both wins and challenges
Exceptional closing ability with outstanding communication and interpersonal skills
A resilient, optimistic attitude, learning from setbacks and finding solutionsWA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003Do not include the following in your job application, CV, or cover letter:
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Private Client Director job near me in Nationwide! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).
Vita CV uses cookies to enhance your experience, analyze site traffic, and personalize content. By continuing to browse, you agree to our use of cookies.