Client Advisor

2 days 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 Puilaetco. As a Client Advisor, you will be responsible for providing exceptional service to our clients, building strong relationships, and delivering tailored solutions to meet their wealth management 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 our brand
  • Create a partnership culture within teams and between teams to deliver our value proposition to clients
  • Work independently and with specialist teams to advise on and manage investment, financial planning, and lending needs of clients
  • Regularly contact clients to ensure their needs are met
  • Maintain the highest standards of compliance, adhering to company obligations and regulatory requirements
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
  • Proven ability to build relationships with 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
What We Offer
  • Opportunity for growth and development within a supportive team
  • Collaborative and caring culture, passionate about helping clients succeed
  • Competitive compensation and comprehensive benefits package
  • Impactful work, making a difference in the lives of our clients

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