Private client director

Job Description

Private Client Director


Salary £60k basic, first year OTE £120k to £150k, 2nd and 3rd year £200k to £300k results dependent.

Location -London

Remote working - once every 2 months 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 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:

1. Consistent and quantifiable individual sales success with stock market investors
2. RDR Level 4 qualified