Private Client Director -RDR Level 4 (Remote)
Barbara Houghton - London, England
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Job Description Our client is looking for a Private Client Director, RDR Level 4 to join their team on a permanent basis. This is mainly a remote rolePlease note that only candidates with RDR Level 4 qualification will be taken into consideration, if you dont hold this qualification please do not applyAs a Private Client Director, you will call HNW leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets.This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. The role will report to the Managing DirectorSkills and Knowledge:Consistent and quantifiable individual sales success with stock market investorsRDR level 4 qualification5+ years of success selling to HNWQuantifiable track record in closing new investor businessMotivated mindset to set and reach goalsCalculated risk-takerProven closer; outstanding documented sales abilityHigh activity orientation and persistent through setbacksAbility to connect with a wide array of audiences through dynamic interpersonal skillsHighly ethical and professionalJBRP1_UKTJ
Created: 2026-03-07