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Wealth management - private client director

Bexleyheath
WA Consultants
Wealth manager
Posted: 2 June
The role
Wealth Management - Private Client Director 📍 Fully remote (candidate must be based in the UK) Are you a driven, people-focused sales professional who thrives on building relationships and closing high-value business? My client is looking for ambitious Private Client Directors to play a key role in expanding their growing client base. In this role, you'll engage with high-net-worth prospects through warm, qualified leads - no cold calling grind. You'll take the time to understand each client's financial goals, build genuine relationships, and arrange face-to-face meetings where you can showcase your expertise and convert opportunities into long-term partnerships. This is a highly entrepreneurial, sales-led position where your success is defined by your ability to build trust, influence decisions, and confidently close business in person. And you won't be doing it alone. A dedicated portfolio management and client service team will handle onboarding and ongoing client care, giving you the freedom to focus on what you do best: developing relationships and winning new business. You'll work closely with the Managing Director and be instrumental in driving the firm's continued growth. What we're looking for: A strong track record of personal sales success with stock market investors RDR Level 4 qualification At least 5 years' experience working with high-net-worth individuals Proven abilit...
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