Private Banking Investment Adviser

Direct Private Banking Investment Adviser | Wealth Management | S3Country: United Kingdom

Interested in part-time, job-share or flexible working ? We want to talk to you!

Join our community.

Our clients value our advice. They value our support and trust our expertise. They have big plans for their money. And that’s where you come in as their trusted advisor.

We are on a very exciting growth journey and are looking for experienced Private Bankers to serve our customers, remotely.

You’ll be proactively managing a portfolio of c200 Private Banking high net worth clients, providing support and investment advice on a broad range of financial matters. You’ll be maintaining and developing your portfolio, maximising retention of existing clients and their holdings. By developing these into primary banking relationships, you’ll effectively grow the value of the portfolio.

The difference you’ll make:

• Delivering an individual contribution plan and an exceptional client experience
• Achieving net portfolio growth in line with approved objectives
• Identifying, understanding, and helping clients with their changing needs through remote technology
• Providing regulated...