Private Wealth Adviser
Core
Support a Partner in managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing strategic financial advice with a focus on investments.
Role type
Private Wealth Adviser (Financial Adviser)
Builds
Client relationships and a portfolio of HNW/UHNW clients
Domain
Private Wealth / Financial Planning
Deliverable
client delivery
Required skills
client relationship management, strategic financial advice, investment expertise, financial planning knowledge, compliance framework understanding, financial legislation and regulations knowledge
Preferred skills
commercial acumen, business acumen, career ambition
Responsibilities
Supporting the Partner with ongoing client relationship management, developing trusted relationships with HNW and UHNW clients, preparing and presenting advice to clients, working closely with internal teams, progressively taking ownership of client relationships
Seniority
Junior to Mid-level, hands-on IC