Private Wealth Adviser
Personal Wealth Advisor - £55,000 - £65,000
We are currently recruiting for a Personal Wealth Advisor to join a leading Banking client on a permanent basis.
Ideally we are looking for someone with experience of advising and working with high worth clients and customers. This role will involve dealing with an existing portfolio but will also have aspects of new business.
As a Personal Wealth Advisor you will:
Lead the client relationship with overall responsibility for identifying and meeting client needs and ensuring liaison with all appropriate parts of the Group in order to ensure first class standards of service.
Provide advice and support on financial planning and banking need areas, referring to other product specialists where required and overall, ensuring that all business opportunities are maximised in line with client's best interests.
Achieve objectives across all dimensions of the Balanced Scorecard.
Conduct meetings with clients in an agreed manner, providing holistic financial advice for new and existing, individual and corporate clients, to review and meet their immediate and on-going financial needs.
You as the ideal candidate will require:
Solid background in working with high worth clients and customers
Qualified to min Level 4 - ideally Level 6
If you feel you are a good fit please reply with an up to date CV.
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