Private Client Director Job Description Template
Our company is looking for a Private Client Director to join our team.
- Offer a personal service to each prospect client that is looking to invest;
- High volume of new business development using various consultative selling techniques; cold calling, warm calling and face to face meetings;
- Regular travel to meet with all new prospect clients, working towards monthly and yearly targets related to new client acquisition;
- Representing the client as a full time exclusive tied agent.
- Role reports Managing Director UK;
- Must be level 4 RDR qualified;
- Located in UK (preferable) or happy to relocate;
- RDR level 4;
- Investment Banking.