Manage a portfolio of High Net Worth clients, delivering tailored wealth management solutions while building strong, long-term relationships.
Key responsibilities:
⭐ Manage and develop HNW client relationships, providing investment advice
⭐ Deliver high-quality client service and respond to enquiries
⭐ Acquire new clients through networking and referrals
⭐ Collaborate with internal teams to deliver client solutions
⭐ Ensure compliance with regulatory and internal policies
What you’ll need:
⭐ 10 years + private clients experience and be level 6 qualified
⭐ Experience managing HNW clients and winning new business
⭐ Strong knowledge of financial markets and products
⭐ Excellent communication and relationship-building skills
Why join:
⭐ Opportunity to work with high-value clients
⭐ International exposure
