Private Client Advisor
1 month ago
We are seeking a highly skilled and experienced Private Client Adviser to join our team at Zanetti Recruitment & Consulting. As a key member of our team, you will be responsible for providing expert advice to high net worth individuals and families on complex financial structures and strategies.
Key Responsibilities:
- Provide expert advice on complex financial structures and strategies to high net worth individuals and families
- Develop and maintain strong relationships with clients to ensure their financial goals are met
- Work closely with directors to transition existing relationships and engage with new clients
- Stay up-to-date with industry developments and best practices to provide the highest level of service to clients
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
- The chance to work with a reputable and established business
Requirements:
- Proven experience in providing expert advice on complex financial structures and strategies
- Strong relationships-building skills and ability to work with high net worth individuals and families
- Excellent communication and interpersonal skills
- Ability to stay up-to-date with industry developments and best practices
How to Apply:
If you are a motivated and experienced Private Client Adviser looking for a new challenge, please apply for this role. We look forward to hearing from you.
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