Client Advisor
- Job Reference: 9603
- Date Posted: 21 September 2023
- Website: https://www.thomasdessain.com/
- 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.