Responsibilities

• Build and nurture a client base of high-net-worth individuals (B2C).
• Manage and support client portfolios, focusing on developing strong, trusting relationships through personalized advisory services.
• Identify and address personal and financial needs, delivering tailored wealth management solutions.
• Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.

Skills and Experience

• Proven sales acumen with experience in face-to-face client interactions.
• Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
• Experience managing high-net-worth clients with an understanding of investments, offshore solutions, and pension plans.
• Reliable, professional, and a team player with a track record of delivering top-quality service.

Benefits

• Opportunity to earn further chartered qualifications relevant to the industry.
• Diverse career opportunities and progression.
• Potential for transfers to different locations.
• Salary + Competitive commission bonuses with a transparent structure.

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