High Net Worth Financial Advisor
1 week ago
At the forefront of wealth management, we seek an accomplished professional to provide exceptional service to high net worth individuals.
Main Responsibilities- Bolster a comprehensive banking relationship and bespoke wealth proposition for discerning clients.
- Develop and cultivate a portfolio of client connections via internal and external channels.
- Promote collaboration with business partners to deliver tailored solutions that address clients' needs.
- Maintain high levels of client outreach and new business networking.
You will build your professional profile internally and externally within a supportive team environment.
Essential Qualifications- Minimum 3 years' experience in a personal client-facing/relationship management role.
- Thorough knowledge of lending policies and principles.
- RG146 Tier 1 and Tier 2 certification highly desirable.
- A well-established professional network within the HNW and UHNW sphere.
Join a leading financial institution dedicated to crafting enduring financial success for generations.
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