Private Client Advisor

2 months ago

London, Greater London, United Kingdom Apollo Private Wealth Full time
About the Role

We are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.

Key Responsibilities
  • Provide personalized wealth management advice to clients, taking into account their financial goals and objectives.
  • Build and maintain a strong client base, identifying new business opportunities and developing strategies to grow existing relationships.
  • Work closely with our team of experienced professionals to deliver exceptional client outcomes and achieve business growth.
  • Stay up-to-date with market trends and regulatory changes, ensuring that our clients receive the best possible advice.
Requirements
  • Qualified with a QCF Level 4 Diploma or equivalent.
  • Proven success in a sales-based role, with a strong track record of building and maintaining a client base.
  • Financial Services experience, with a deep understanding of wealth management and investment products.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • A passion for delivering exceptional client service and a commitment to ongoing professional development.
What We Offer
  • A competitive salary and uncapped fee share.
  • A comprehensive training and development program, designed to help you achieve your career goals.
  • A supportive and collaborative team environment, with opportunities for growth and development.
  • A generous benefits package, including a fully serviced office in Canary Wharf.
About Us

Apollo Private Wealth is a leading wealth management firm, dedicated to providing exceptional client service and achieving business growth. We believe in the spirit of ownership, where our people take results personally and work together to build something great. If you share our values and are passionate about delivering exceptional client service, we would love to hear from you.

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