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Private Client Director


Private Client Director 📍 Fully remote (candidate must be based in the UK) My client is looking for an ambitious & people-focused Private Client Director to help grow their client base. In this role, you'll speak with high-net-worth prospects using warm leads we provide, qualify their needs, & set up face-to-face meetings. You'll meet with prospective clients to build relationships, understand their goals, & ultimately bring new clients & assets to the firm. This is an entrepreneurial, sales-focused position where your success comes from building trust & confidently closing business in person. You won't be doing this alone… their dedicated portfolio management & client service teams handle on-boarding & ongoing client care, so you can concentrate on what you do best: selling & growing relationships. You'll report directly to the Managing Director & play a key role in the continued growth plans. ✅What they need from you:- A proven track record of individual sales success with stock market investors RDR Level 4 qualification At least 5 year's experience selling to high-net-worth individuals Clear, measurable success in closing new investor business A driven, goal-oriented mindset where success is something you actively pursue Confidence to take calculated risks & learn from every outcome Strong closing skills with documented sales achievements A positive, resilient attitude that treats challenges as opportunities High energy, persistence, & comfort with a fast-paced sales environment Excellent interpersonal skills & the ability to connect with a wide range of people A strong sense of ethics & professionalism If you're motivated by results, enjoy building meaningful client relationships, & thrive in a performance-driven environment, I'd love to hear from you. 📲 (phone number removed) 📧 (url removed) WA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003

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