Client Advisor

2 weeks ago

Manchester, United Kingdom Puilaetco Full time

About the Role

We are seeking a highly skilled and experienced Client Advisor to join our team in Brown Shipley, Edinburgh. As a Client Advisor, you will be responsible for acquiring new target group clients, driving revenues, and managing long-term relationships with existing clients. You will also be responsible for mitigating risks and ensuring compliance with regulatory requirements.

Key Responsibilities

  • Acquire new target group clients through effective use of own network and cross-pitching the Brown Shipley proposition.
  • Drive revenues and other commercial objectives through proactive relationship management with existing clients.
  • Live by a Risk Culture and mitigate risks in line with the Firm's Risk Appetite Statement and related frameworks.
  • Results focused, open for business enhancement, and developing Brown Shipley's name and brand.
  • Create a partnership culture within team and between teams to deliver Brown Shipley's overall value proposition to clients.
  • Work independently and with Specialist teams to advise on and manage the Investment, Financial Planning, and Lending needs of clients.
  • Contact clients regularly to ensure client needs are met.
  • Maintain the highest standards of compliance and ensure all operations affecting clients are carried out in accordance with the FCA rules.

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.
  • Has built relationships with a portfolio of clients and prospects, and comfortable networking to generate revenue.
  • Familiar with defining the right advisory and investment solutions.
  • Understands Risk within the context of the role and meets the regulatory obligations, as applicable.

Why Join Us

Opportunity for Growth: We invest in our employees' development, offering opportunities for career advancement and continuous learning.

Collaborative & 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.

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