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Financial Services Professional

1 month ago

Manchester, United Kingdom Puilaetco Full time

About the Role

We are seeking a highly skilled and experienced Client Advisor to join our team at Brown Shipley, a leading private bank in the wealth management sector. As a Client Advisor, you will play a critical role in building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their financial needs.

Key Responsibilities

  • Acquire new clients through effective networking and relationship-building
  • Drive revenue growth through proactive relationship management and trust-based service delivery
  • Live by a risk culture, understanding business and compliance risks, and mitigating them within defined parameters
  • Results-focused, open to business enhancement, and developing Brown Shipley's name and brand
  • Create a partnership culture within teams and between teams to deliver Brown Shipley's overall value proposition to clients
  • Work independently and with specialist teams to advise on and manage clients' investment, financial planning, and lending needs
  • Maintain the highest standards of compliance, ensuring client needs are met, and operations are carried out in accordance with FCA rules
  • Represent the company and division to clients, potential clients, and introducers at the standard necessary to develop the business

Requirements

  • Relevant experience within a wealth management or private banking role within the financial services industry
  • Background in investment/asset management, products, wealth planning, or other functions
  • Experience building relationships with a portfolio of clients and prospects, and comfortable networking to generate revenue
  • Familiar with defining the right advisory and investment solutions
  • Understanding of risk within the context of the role and meeting regulatory obligations

Why Join Us

Opportunity for growth: We invest in our employees' development, offering opportunities for career advancement and continuous learning. Collaborative and caring culture: Join a supportive team of trusted professionals who are passionate about helping clients succeed and have a desire to do the right thing to support their wealth needs. Competitive compensation: Enjoy a competitive salary, performance-based incentives, and comprehensive benefits package. Impactful work: Make a difference in the lives of our clients by helping them achieve their financial goals.