Private Client Director, RDR Level 4

Our client is looking for a Private Client Director, RDR Level 4 to join their team on a permanent basis in London.

Role and Responsibilities:

• Call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments.


• Meet with prospective clients with the goal 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.


• You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.

Your Qualifications:

• Consistent and quantifiable individual sales success with stock market investors


• RDR level 4 qualification


• 5+ years of success selling to high net worth individuals


• Quantifiable track record in closing new investor business


• Proven closer; outstanding documented sales ability


• High activity orientation and persistent through setbacks


• Ability to connect with a wide array of audiences through dynamic interpersonal skills

For more information on this role please contact Tony Ward�quoting ref 16726TW