Are you a Private Banker who is qualified to provide investment advice at a minimum level 6, seeking your next challenge? If so, this permanent full-time role might interest you. You will provide a high level of service and financial advice to existing and potential clients of the private wealth firm, whilst operating within a closely regulated regime and complying with group policies and procedures. The role holder is responsible for managing, maintaining and growing a portfolio of private clients with a view to protecting and enhancing the value of those relationships. If you have a CeMap or equivalent lending qualification, can demonstrate an understanding of business and regulatory risk and have commercial awareness of the business and external markets, our client would love to hear from you!
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email email@example.com or by calling 01534 729996 , alternatively you can submit your CV to our team by clicking here . Please feel assured that all enquiries will be treated with the utmost discretion.