Join a leading private wealth advisory business delivering high-touch, bespoke investment solutions to a sophisticated client base. This role would suit someone with very high standards of client engagement that is looking to build their career in a supportive and caring environment.
Our client is a premium brand and have a first class reputation as an employer and as a service provider.
As a Private Client Advisor, you will support the delivery of strategic investment advice across a full-service proposition including portfolio construction, wealth structuring, custody and administration. Working closely with a senior Partner, you will play a key role in providing tailored, client-centric advice within a robust regulatory and compliance framework.
This is an outstanding opportunity to deepen your exposure to high-net-worth and ultra-high-net-worth clients while developing your technical capability and commercial judgment in a premium, advice led environment.
Responsibilities
* Build and maintain trusted relationships with existing clients, referral partners and professional networks
* Assist with workflow management to ensure a range of tasks are completed in an efficient and timely manner
* Support the Team and or Partner in understanding client financial goals, risk profiles and long-term wealth objectives
* Assist in portfolio construction and strategic investment planning aligned to client mandates
* Develop and maintain financial models (advanced Excel) to underpin investment strategies and advice
* Prepare high-quality client documentation including: Investment Statements of Advice (SoA) and Records of Advice (RoA) (Retail clients)
* Support portfolio rebalancing, trade execution and cash management processes
* Ensure all advice and client interactions are delivered in line with regulatory standards, policies and best practice frameworks.
Requirements
* Experience in financial services, wealth management or a related discipline
* Strong understanding of the advice process, including implementation of strategies and recommendations
* Demonstrated exposure to investment markets and portfolio management principles
* Working knowledge of financial planning, intergenerational wealth and private client structures
* Sound understanding of accounting and tax concepts relevant to HNW individuals, families and foundations
* High attention to detail with the ability to produce accurate, client-ready documentation
* Strong problem-solving and organisational skills, with the ability to manage multiple priorities
* A genuine commitment to delivering premium client service, with professionalism and commercial acumen.
If you are interested please apply via the advertisement.
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