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Wealth Advisor (UK Domestic market)

Job Reference: RB0245A
 

Job Title: Wealth Advisor (UK Domestic market)

Location: Europe

Product: Wealth and Asset Management

Role: Client Relations, Financial Planning

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with a Global Wealth and Investment Manager who are looking to grow their team of Wealth Advisers covering the UK Market.


Key Responsibilities / Tasks

  • Deliver bespoke financial advice to high net worth clients based in UK;
  • Provide and ongoing service to an existing client following of £10m to £100m;
  • Work independently as a Partner in the business in order to develop and feel rewarded from both partnerships with clients and peers;
  • Review clients’ portfolios accordingly following ongoing service agreements;
  • Clearly identify client needs, analyse and research the market in order to make suitable recommendations;

Key Qualifications / Experience

  • A minimum of 5 years ‘experience with track records of building a client portfolio;
  • Diploma in Regulated Financial Planning, Level 4 qualification;
  • Excellent communication skills in English, any additional language;
  • Clear understanding of Money Laundering Regulations;
  • Located in London, UK;

Where it says If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to alberto@redstonesearch.com  or submit your application through the Vacancy Form.