Supported by a Private Wealth Adviser who will manage retail clients whilst supporting you with your larger client book, a paraplanning team, investment consultants and in-house investment team; you will be well positioned to focus on your clients and about converting leads from the banking team.
About you:
- Experienced in building and managing relationships with large family offices and established wealthy individuals ($50mil+).
- Ability to work alongside internal teams to manage referral pipelines and managing expectations.
- A background in investing and a strong understanding of portfolio building and asset allocation.
- An excellent communication style, able to break down complex investment ideas into easy to digest ideas.
- A background in financial planning is desirable but not essential.
- Degree qualified.
- Working with a long tenured Private Banking division with excellent reputation and client referral sources.
- The ability to take on a great book of clients
- Join a growing division that will have some exciting projects kicking off in the next 12 months.
- Work/Life balance, senior leadership are cognizant that your life isn't your job, and your family is an important part of success, you won't be working late nights here and you won't be saying no to the kids Christmas play!
