Personal Wealth Adviser

City Elite Recruitment Ltd
Portsmouth, UK
13 Sep 2019
29 Sep 2019
Contract Type
Full Time
The Company

City Elite Recruitment are delighted to be working alongside this globally recognised bank, who's aim is to the bank with the largest retail and commercial presence in the UK.

The Role
  • You're there to ensure we meet the needs of our clients. So, most of your time will be spent talking to existing and new customers.
  • You'll be meeting new and existing clients face to face and over the phone, conducting meetings and providing holistic financial advice to review and meet their immediate and ongoing financial needs.
  • You'll have a dedicated area to lead including a branded group of branches.
  • You'll handle and build a designated portfolio of ongoing client relationships and introductions from across the Group, identifying and addressing client's financial needs.
  • You'll own the client relationship, so you'll be the liaison with all the right teams to ensure first class standards of service.
  • You'll be establishing links with introducers, both internal and external.
  • We offer a range of agile and flexible working patterns.

The Candidate
  • You'll be CII Level 4 Diploma qualified or equivalent. Our focus is on people with the drive and commitment to make a difference to our customers.
  • You have a background in financial advice even if this hasn't been in banking - we'd still love to hear from you.
  • You're comfortable working with multiple systems, taking care of complex cases and guiding customers in the wide range of products we offer.
  • You're not interested in treading water, you're motivated to ensure you give your customers the best service possible, and you're keen to identify and work with new clients.

Similar jobs

Similar jobs