Private Client Advisor

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Are you a highly‑entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you!

The primary responsibilities of the Private Client Director are calling high‑net‑worth leads the firm provides, qualifying and scheduling face‑to‑face appointments, and meeting with prospective clients for the purpose 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. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising.

• Consistent and quantifiable individual sales success with stock market investo
• Hold minimum level‑4 financial advice qualifications (CII, CISI or LIB)
• Minimum of five years of success selling to high net worth individua
• Quantifiable track record in closing new investor busine
• Strong competitive drive; plays to win and has desire to be
• Goal-oriented and results-focused; “money is a measure of success” mentali
• Calculated risk-taker; willing to win-some, lose so
• Proven closer; outstanding sales ability with documented track record of succe
• Optimistic outlook; sees opportunities not proble
• Persistence under adversity; accepts personal responsibility for failures and treats “losses” as learning opportuniti
• High activity orientation and exceptional work eth
• Phenomenal interpersonal communication skills; is confident, dynamic and asserti

Mid‑Senior level

Full‑time

Sales and Business Development

Financial Services, Investment Advice, and Investment Management

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