Financial Adviser Business Risk
Core
Deliver tailored business risk strategies to business owners, corporate clients, and SMEs, balancing active portfolio management with strategic business development.
Role type
Financial Adviser specializing in Business Risk
Builds
Client relationships and new commercial opportunities for business continuity and risk protection
Domain
Financial Services / Business Risk / Insurance
Deliverable
client delivery
Required skills
Business risk strategy, commercial acumen, business development, client relationship management, regulatory compliance
Preferred skills
Experience in structured financial advisory environment, ability to convey complex risk strategies
Technologies
N/A
Responsibilities
Build and maintain strong relationships with business owners to understand their financial objectives and operational risks; Provide comprehensive, holistic business risk advice and recommend tailored solutions; Proactively create new business opportunities by leveraging networks and converting commercial leads; Conduct structured client reviews to ensure financial strategies evolve; Ensure strict adherence to legislative frameworks and compliance standards.
Seniority
Mid-Senior, hands-on IC