Client Advisor

  • Job Reference: 9603
  • Date Posted: 21 September 2023
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

About the company:

One of the largest global wealth managers.
Offering flex working arrangements, together with a competitive flex benefits package.

About the role:

Working with a well-established and trusted private client team.
Managing and growing a portfolio with a focus in the fiduciary market.
Provide trusted advice to clients.

About you:

Proven experience with relationship management and investments, track record in client advisory and sales.
Strong network and a firm grasp of the Jersey market and regulatory frameworks.
Minimum RDR level 4 relevant qualification, but preference for level 6.