Package
- You will receive market leading salary (£90k- £120k) executive benefits, bonus and share options
The company
- A prestigious Wealth Management firm covering the HNW/UHNW space
Role
- Presenting the proposition to clients and onboarding new business
- Identification of clients in the region and actively developing these
- Working with professional introducers, both established and in the nascent stage
- Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required
- Working with the paraplanning and administration team
- Working with external DFMs as necessary
- Attending client meetings as required
The candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered
- Experience of working with HNW and UHNW clients
- Developing and maintaining client relationships
Next steps
- Contact via email below for confidential discussion and review of opportunity and process