Wealth Management - Private Client Director

Wealth Management - Private Client Director

📍 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
Only candidates based in UK and eligible to work in UK are allowed