Financial Advisor

22 hours ago


Manchester, United Kingdom Puilaetco Full time
Purpose of the Job

At Quintet Private Bank, we are committed to delivering exceptional service to our clients and their families. As a Client Advisor, you will play a crucial role in helping us achieve this goal by providing personalized advice and guidance to our clients.

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 the Brown Shipley brand
  • Create a partnership culture within teams and between teams to deliver the overall client proposition
  • Work independently and with specialist teams to advise on and manage client investment, financial planning, and lending needs
  • Maintain the highest standards of compliance, ensuring client needs are met, and regulatory obligations are met
Requirements
  • Relevant experience in wealth management or private banking within the financial services industry
  • Background in investment/asset management, products, wealth planning, or other functions
  • Ability to build relationships with a portfolio of clients and prospects, and comfortable networking to generate revenue
  • Familiarity with defining the right advisory and investment solutions
  • Understanding of risk within the context of the role and meeting regulatory obligations
Why Join Us

We offer a collaborative and caring culture, competitive compensation, and opportunities for growth and development. If you're passionate about helping clients achieve their financial goals, we want to hear from you


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