Private Client Director

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.