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Client Advisor/Team Expansion Specialist

2 months ago

London, Greater London, United Kingdom Cooper White Group Full time

Job Opportunity

Client Advisor/Team Expansion – A Collaborative Environment

Job Summary

We are seeking an experienced Client Advisor/Relationship Manager to join our team at Cooper White Group. As a Client Advisor/Team Expansion, you will play a crucial role in acquiring and maintaining new High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) clients in the UK market.

Key Responsibilities

  • Acquire and maintain a portfolio of HNWI and UHNWI clients in the UK market
  • Provide tailored financial advice to clients, leveraging your deep knowledge of the UK financial markets and financial products

Your Profile

  • Proven track record of building and maintaining a portfolio of clients
  • Exceptional communication and interpersonal skills, with the ability to work collaboratively with clients and colleagues
  • Deep understanding of the UK financial markets and financial products
  • Ability to think critically and provide innovative solutions to complex financial challenges

What We Offer

As a Client Advisor/Team Expansion at Cooper White Group, you will have the opportunity to work with a dynamic and collaborative team, leveraging your expertise to help clients achieve their financial goals. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.