Private Wealth Strategist

23 hours ago


London, Greater London, United Kingdom cer Financial Ltd Full time
Private Wealth Strategist

We are currently looking for a talented Private Wealth Strategist to join our wealth management team at cer Financial Ltd. This is an exciting opportunity to work with high-net-worth individuals and families, providing bespoke financial solutions.

As a Private Wealth Strategist, you will be responsible for developing sales leads from internal sources, the bank, client referrals, and personal network. You will also be involved in onboard clients for private banking products and services and promoting client education in wealth management.

The ideal candidate will have a minimum of 10-12 years of experience as a Private Banker/Investment Advisor and possess exceptional client relationship management skills. Direct knowledge and experience of the African market (West Africa) is essential.

The salary for this position is £160,000 per annum, reflecting the company's commitment to offering competitive packages. We also offer bonuses and other benefits to our employees.

You will be part of a dynamic team working together to deliver exceptional results and exceed client expectations. If you are a motivated and ambitious professional looking for a new challenge, we encourage you to apply for this position.



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