The FISER Group
Senior Wealth Advisor
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Senior Wealth Advisor, London, Hybrid
I'm currently partnering with a leading global financial services organisation that is looking to appoint Senior Wealth Advisors to join its Corporate & Commercial Banking division.
This is an excellent opportunity to work with a portfolio of high-net-worth corporate and commercial clients, providing regulated investment advice while building long-term relationships and helping clients achieve their financial objectives.
The Role
You'll be responsible for:
- Managing and developing a portfolio of high-net-worth clients.
- Providing regulated investment advice across a broad range of investment and wealth solutions.
- Working closely with Relationship Directors to identify opportunities and deepen client relationships.
- Delivering an outstanding client experience while achieving portfolio growth objectives.
- Understanding clients' evolving financial needs and providing tailored investment recommendations.
- Maintaining accurate, compliant client records in line with regulatory requirements.
- Keeping up to date with financial markets, investment products and industry developments.
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About You
We're looking for candidates who have:
- A proven track record of providing regulated investment advice.
- Level 4 Diploma (RDR) qualification as a minimum.
- Strong knowledge of investment products, financial markets and wealth planning.
- Excellent relationship management and business development skills.
- A customer-focused approach with the ability to build long-term trusted relationships.
- Strong communication and stakeholder management skills.
- Experience working within a banking or wealth management environment.
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What's on Offer
- Competitive basic salary.
- Performance-related bonus.
- Car allowance.
- Private medical insurance.
- Generous holiday entitlement.
- Excellent pension and wider benefits package.
- Genuine long-term career progression within a global organisation.
- Hybrid working.
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