Private Client Director

Private Client Director

Full time, permanent. Remote working

Salary 60k basic, OTE year 1 90- 120k, year 2 120- 170k and so on.

Excellent benefits package.

Tate are delighted to be working with this prestigious client who is based in Canary Wharf. Our client is looking for successful and experienced Private Client Directors. The role function is to call high-net-worth leads which are provided, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our client. 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. You will report to the Managing Director.

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

• Motivated mindset to set and reach goals: "money is a measure of success"

• Calculated risk-taker; willing to win-some, lose some

• Proven closer; outstanding documented sales ability

• Optimistic outlook; see failures as opportunities to improve and find solutions

• High activity orientation and persistent through setbacks

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

• Highly ethical and professional

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.