Private Wealth Management | HNW, Corporate & Institutional
World-leading research and personal development infrastructure
Best-in-class investment platform
About Our Client
Our client is focused on developing long term relationships and comprehensive investment and planning advisory solutions.
A close association with an industry-leading research provider has enabled them to develop a best-in-class platform and provide complete financial solutions to UNHW private investors, businesses, fund managers and global institutions.
They have committed to continual development of their team by working with a top-tier business development professional and will facilitate support for those looking to develop advisory skills in specialist areas.
- Conduct in-depth reviews of clients' financial circumstances and goals
- Design, develop and implement tailored financial strategies for your clients
- Build and grow client relationships, working collaboratively with highly-skilled finance professionals
- Identify and execute strategic investment opportunities in line with holistic client goals
The Successful Applicant
The successful applicant will have the following qualities:
- Highly developed relationship-building and networking skills
- Excels in a collaborative team working environment
- Outgoing and team-focused
- Must have current experience in Private Wealth Management
- Previous experience investment advisory, HNW broking or private banking advantageous
- Post-graduate qualifications, ideally CFP or CFA
What's on Offer
- A unique opportunity to develop strong brand in a premium, management owned investment advisory firm
- Work with top-tier research provider and access to best-in-class platform
- Industry leading base salary and grid