Private Client Director

Private Client Director

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

Full time, permanent. Working from home.

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.

Qualifications and experience needed:

• Consistent and quantifiable individual sales success with stock market investors.
• RDR level 4 qualification in Financial Plannng.
• 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.
• 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

Salary and benefits:

• Salary £60k basic, OTE year 1 £90-£120k, year 2 £120-£170k and so on.
• 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 the 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* and Cyclescheme programme
• Interest-free season ticket loan available for purchase upon six months of employment**
• Voluntary worldwide business and leisure travel insurance, including winter sports.
• Two Welness Programmes (free, confidential and available 24/7)
• Enhanced maternity pay subject to 12-months continuous service
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events.

Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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.