Private Client Wealth Adviser

6 days ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

**Job Summary:**

We are looking for a Private Client Wealth Adviser to join our team at Artemis Recruitment Consultants Ltd. As a Private Client Wealth Adviser, you will be responsible for building and maintaining strong relationships with high net worth individuals and families, providing expert advice on investments, tax planning, and wealth management.

The ideal candidate will have a deep understanding of financial markets, instruments, and regulations, as well as excellent communication and interpersonal skills. The role involves conducting thorough financial analysis, creating tailored investment plans, and providing ongoing portfolio management services to clients.

  • Meet with clients to discuss their financial goals, risk tolerance, and time horizons.
  • Develop and implement comprehensive investment strategies that align with each client's unique needs and goals.
  • Stay up-to-date with market trends, regulatory changes, and new product offerings that may impact clients' financial situations.

**What We Offer:**

As a Private Client Wealth Adviser with Artemis Recruitment Consultants Ltd, you can expect a competitive salary of £65,000 - £80,000 per annum, depending on experience. You will also receive a comprehensive benefits package, including health insurance, pension scheme, and opportunities for professional development and career advancement.

In this role, you will have the opportunity to work with high net worth individuals and families, helping them achieve their financial goals and build lasting wealth.

**Requirements:**

  • Minimum 5 years' experience in financial planning or a related field.
  • Professional certifications such as CFA, CAIA, or equivalent.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial data and create clear recommendations.


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