Private Client Director (Wealth Management)

📢 Private Client Director (Wealth Management)

📍 Fully remote (candidate must be based in the UK)

Are you a driven, people-focused sales professional who thrives on building relationships and closing high-value business? My client is looking for ambitious Private Client Directors to play a key role in expanding their growing client base.

In this role, you'll engage with high-net-worth prospects through warm, qualified leads - no cold calling grind. You'll take the time to understand each client's financial goals, build genuine relationships, and arrange face-to-face meetings where you can showcase your expertise and convert opportunities into long-term partnerships.

This is a highly entrepreneurial, sales-led position where your success is defined by your ability to build trust, influence decisions, and confidently close business in person.

And you won't be doing it alone. A dedicated portfolio management and client service team will handle onboarding and ongoing client care, giving you the freedom to focus on what you do best: developing relationships and winning new business. You'll work closely with the Managing Director and be instrumental in driving the firm's continued growth.

What we're looking for:

• A strong track record of personal sales success with stock market investors
• RDR Level 4 qualification
• At least 5 years' experience working with high-net-worth individuals
• Proven ability to win and close new investor business
• A driven, target-focused mindset with a hunger to succeed
• Confidence to take calculated risks and learn from every outcome
• Demonstrated closing ability backed by measurable achievements
• Resilience, positivity, and a solutions-focused attitude
• High energy and comfort working in a fast-paced, performance-driven environment
• Excellent interpersonal and communication skills
• A strong sense of ethics and professionalism

📲 (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.