Employed Wealth Adviser
Core
Manage and enhance an established portfolio of high-net-worth individuals, families, and institutions by delivering personalized holistic financial advice.
Role type
Senior Wealth Adviser (Financial Adviser)
Builds
Client relationships and long-term wealth management strategies
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Investment strategy, asset allocation, retirement planning, tax optimization, estate planning, compliance, client relationship management
Preferred skills
Level 6 Diploma in Financial Advice (Adv DipFA), QCF Level 4 Diploma minimum, proven client retention track record
Technologies
None stated
Responsibilities
Take ownership of an existing client portfolio, provide expert advice on investment strategies and wealth protection, conduct regular portfolio reviews, offer comprehensive financial planning including pensions and insurance, ensure compliance and record keeping, collaborate with support teams
Seniority
Mid-Senior, hands-on IC
