Vacancy Detail

Private Client Director - South West

Salary: £55,000 to £60,000
Location: Bristol, Swindon, Taunton, Bath
Ref: 177 - PCD - ROL
Job description
Private Client Director - South West

My client is looking for a highly-entrepreneurial individual who enjoys building relationships with private clients/individuals. You will be dealing with individuals who have £250,000+ of invest able assets, so these are high net worth clients who have exceptional standards which is why the role requires unrivalled interpersonal skills.

The role:

The primary responsibilities of the Private Client Director are contacting high-net-worth leads that my client provides, qualifying and scheduling face-to-face appointments (these can be a mix of video call and in person), and meeting with prospective clients in the region for the purpose of gathering new clients and assets for the business. The Private Client Director involves warm initial calls and in-person selling to close business. There is a dedicated portfolio management team and their sole focus to to concentrate on the transition and retention of the client relationships, enabling the Private Client Director to focus mainly on selling.

Experience and Skills

Consistent individual sales success with stock market investors
Minimum of five years of success selling to high net worth individuals
Track record in closing new investor business
Strong competitive drive; plays to win and has the desire to be number one
Proven closer; outstanding sales ability with documented track record of success
High activity orientated and exceptional work ethic
Phenomenal interpersonal communication skills; is confident, dynamic and assertive
You will be rewarded with a generous basic salary and benefits package, with the ability to earn an uncapped bonus.

Don’t delay, apply today for a confidential conversation.

Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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