Corporate & Commercial Wealth Advisor
other jobs City Elite Transaction Services Ltd
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionJob Title: Corporate & Commercial Wealth Advisor
Location: London
The Opportunity
An established UK financial institution is looking to appoint a Wealth Advisor to support its business banking client base. This role sits within a well-regarded private client advisory function and offers the chance to work with an established book of high-value relationships, in an organisation investing heavily in modernizing how it serves its customers.
You’ll take on responsibility for a portfolio of affluent clients, offering tailored financial guidance and building relationships that last. This is a role for someone who enjoys getting to know their clients properly, understanding what matters to them financially, and being the person they turn to first.
What the role involves
*Building and looking after a portfolio of higher-value client relationships, with a focus on long-term retention
*Giving regulated financial advice suited to each client’s individual circumstances and goals
*Spotting changes in a client’s situation early and adapting your advice accordingly
*Keeping your knowledge of financial products, markets and planning solutions current and client-relevant
*Working to grow the overall value and depth of your portfolio over time
*Ensuring all client records and advice documentation meet internal and regulatory standards
What we’re looking for
*Proven, recent experience giving financial or investment advice to clients
*Confidence advising on wealth planning tools and strategies for higher-net-worth individuals
*Broad awareness of the financial services and banking landscape
*Background in a regulated advisory environment, ideally with exposure to risk and compliance frameworks
*A recognized investment qualification at QCF Level 4 or above — essential
*Comfortable using financial planning and CRM software day-to-day
*Working understanding of compliance obligations, including Consumer Duty
*A natural relationship-builder with strong communication skills
*Someone who’s positive about change and adapts well to it
On offer
*Strong holiday allowance
*Car allowance
*Private medical cover
*Life assurance and income protection
*Employee share ownership scheme
*Well-being programme covering physical, mental, social and financial health
*Enhanced leave for life events (parental, family, etc.)
*Hybrid working pattern, office-based several days per week
Location: London
The Opportunity
An established UK financial institution is looking to appoint a Wealth Advisor to support its business banking client base. This role sits within a well-regarded private client advisory function and offers the chance to work with an established book of high-value relationships, in an organisation investing heavily in modernizing how it serves its customers.
You’ll take on responsibility for a portfolio of affluent clients, offering tailored financial guidance and building relationships that last. This is a role for someone who enjoys getting to know their clients properly, understanding what matters to them financially, and being the person they turn to first.
What the role involves
*Building and looking after a portfolio of higher-value client relationships, with a focus on long-term retention
*Giving regulated financial advice suited to each client’s individual circumstances and goals
*Spotting changes in a client’s situation early and adapting your advice accordingly
*Keeping your knowledge of financial products, markets and planning solutions current and client-relevant
*Working to grow the overall value and depth of your portfolio over time
*Ensuring all client records and advice documentation meet internal and regulatory standards
What we’re looking for
*Proven, recent experience giving financial or investment advice to clients
*Confidence advising on wealth planning tools and strategies for higher-net-worth individuals
*Broad awareness of the financial services and banking landscape
*Background in a regulated advisory environment, ideally with exposure to risk and compliance frameworks
*A recognized investment qualification at QCF Level 4 or above — essential
*Comfortable using financial planning and CRM software day-to-day
*Working understanding of compliance obligations, including Consumer Duty
*A natural relationship-builder with strong communication skills
*Someone who’s positive about change and adapts well to it
On offer
*Strong holiday allowance
*Car allowance
*Private medical cover
*Life assurance and income protection
*Employee share ownership scheme
*Well-being programme covering physical, mental, social and financial health
*Enhanced leave for life events (parental, family, etc.)
*Hybrid working pattern, office-based several days per week
Job number 3950978
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
City Elite Transaction Services Ltd
Company size: 1–4 employees
Industry: Recruitment Consultancy
City Elite stands at the forefront of global recruitment, specialising in Banking and Financial Services, Trade and Commodity, and Technology sectors....