This job is no longer available
This job expired on 27/09/2026. It no longer accepts applications.
Private Client Director (Remote)
RMK Talent Solutions · Birmingham
Job description
About the role
This remote position focuses on converting warm high‑net‑worth (HNW) leads into new business. You will work directly with prospects, arrange face‑to‑face meetings and close deals, while the client’s portfolio management team handles post‑onboarding service.
Key responsibilities
- Contact warm HNW leads via phone and schedule in‑person meetings.
- Present the firm’s offering, negotiate terms and close new client contracts.
- Hand over onboarded clients to dedicated portfolio management and client service teams.
- Maintain a personal pipeline of prospects and continuously generate new opportunities.
Required profile
- Minimum 5 years of proven success closing deals with high‑net‑worth investors.
- Level 4 financial advice qualification (CII, CISI or LIBF).
- Strong drive to achieve targets, resilience after setbacks and high energy.
- Excellent interpersonal and persuasive communication skills.
Required skills
What we offer
- Uncapped, performance‑based compensation.
- Merit‑based promotion opportunities.
- Fully remote work arrangement across the UK.
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RMK Talent Solutions
Birmingham