The following job is no longer available:
Private Bank Wealth Financial Adviser - Excellent remuneration package

Private Bank Wealth Financial Adviser - Excellent remuneration package

Posted 6 November 2018 by Goldstone Laine

Private Banking role

Locations available: Sussex/Hampshire

Salary to £64,000 plus bonus and full range of benefits.

Level 4 Diploma essential, ideally working towards/achieved Chartered status.

Minimum 3 years experience as a Financial Adviser offering Holistic advice.

Current or recent CAS.

Job details

Private Banking is able to provide holistic advice where appropriate to aim to help our customers achieve their financial goals and needs. We can help customers build a robust financial plan. Using this as a basis we can support customers with their needs through access to a variety of products and services.

A new approach within private banking

Our new way of working with private banking clients puts peerless advice at the heart of the relationship. But, as one of our Private Banking Advice Managers, you’ll do much more than advise. You'll build and own the whole client relationship, to provide a complete private banking service.

Every call we make, every meeting we take, and every conversation where we advise our clients - everything is viewed from their perspective. You'll embody this philosophy to build trusted relationships with private banking clients, to enable them to grow and protect their wealth now and for future generations.

Build on an existing portfolio of affluent clients

Starting with a ready-made portfolio, you'll build on existing relationships with some of our more affluent customers. You'll also travel to different locations in a localised area to build a rapport with internal contacts in Retail and Commercial banking, and follow the new leads and opportunities they generate.

Own the whole relationship as a trusted advisor

Providing a complete private banking service, you'll be rewarded for building long-term, mutually beneficial relationships with a wide range of customers. Your success lies in understanding their financial priorities and long-term goals, helping them understand their choices and providing advice that is right for them.

Conducting regular financial reviews you'll discuss and advise on new services and investment options. So you'll proactively maintain your knowledge of our full range of products, and the opportunities and challenges created by evolving financial markets. Most importantly, your knowledge, gravitas and professional approach will ensure your clients buy into you. With their interests at the heart of your advice, you'll become their trusted advisor.

Making you feel valued is important so we offer a highly competitive reward package - based on acting responsibly, and demonstrating our values and ethics. In addition to the salary range quoted this role offers an on target discretionary performance-related bonus, 4% of your salary paid to you in flex cash, 28 days holiday (plus bank holidays), life assurance, private medical care, share schemes and contributory pension contributions as well as the option to use your flex cash to pick from a wide range of benefits including childcare vouchers, holiday trading, matched learning fund, dental plan, retail vouchers and a range of discounted financial and protection products.

Reference: 36198154

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job