Corporate Wealth Advisor, Private Banking, Select Investments

Responsibilities

• Deliver an individual contribution plan and an exceptional client experience.
• Achieve net portfolio growth in line with approved objectives.
• Identify, understand, and help corporate and commercial clients with their changing needs.
• Provide regulated investment advice to help corporate and commercial clients meet their objectives.
• Demonstrate deep understanding of wider financial affairs and financial products to ensure knowledge is comprehensive and client focused.
• Maintain up-to-date and compliant records to ensure relevant internal standards and external regulatory requirements are observed.

Requirements

• A solid and recent track record of providing investment advice to clients. (Required)
• Comprehensive knowledge of wealth structuring tools, investment approaches and application of these to high-net-worth clients. (Preferred)
• A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry. (Preferred)
• Risk management and control experience gained within Private Banking, Corporate and Commercial and or Select Investments. (Preferred)
• Investment knowledge and the required qualifications (QCF Level 4 minimum) is essential. (Required)
• Investment Market and Product knowledge. (Required)
• Financial software navigation skills. (Required)
• Regulatory and compliance knowledge, specifically consumer duty. (Required)
• Relationship Management. (Required)
• Communication and influencing skills. (Required)
• Proactive and dynamic approach to change. (Required)

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