Private Client Director

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:

• 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
• 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, first year OTE £120k to £150k results dependent.

• 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

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.