Client Advisor/Team Expansion - London

Company:  Cooper White Group
Location: London
Closing Date: 22/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Job Description

Client Advisor/Team Expansion – London


Mid-senior Level


Market focus: UK


Location: London


We are looking for experienced Client Advisors/Relationship Managers with a deep understanding of the UK Market with a desire to work in a historic private bank.


Our client is the UK-arm of a leading European Private Bank seeking confident hunters to help them acquire new (U)HNW clients, as well as bringing in your current book. This is a great opportunity to work in a collaborative environment whereby your expertise will be pivotal in helping clients achieve their financial goals.


We can disclose the client in further detail when we have made “meaningful contact” with candidates that are well suited for the role i.e – phone call or meeting.


Responsibilities:


  • Ability to acquire and maintain new HNWI and UHNWI clients in the UK market
  • Providing clients with tailor made financial advice


Your Profile:


  • Deep knowledge of the UK financial markets and financial products
  • Successful track record of building up a portfolio of clients
  • Hiring on two levels: 6+ years of experience and 12+ years of experience as a Client Advisor
  • Exceptional communication skills necessary for maintaining client relationships and working in a collaborative environment


How to apply:


If your profile fits most, or all, of the above requirements, then please apply now by sending through your CV.

Apply Now
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Cooper White Group
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