Wealth Management Advisor

2 months ago

Manchester, United Kingdom Puilaetco Full time

About the Role

Puilaetco is a leading private bank in the wealth management sector, committed to delivering personalized service to our clients and their families. We pride ourselves on our deep understanding of what clients want to achieve and our ambition to stay true to our purpose of being the most trusted fiduciary of family wealth.

Key Responsibilities

  • Acquire new target group clients through effective use of own network and cross-pitching the Puilaetco proposition.
  • Drive revenues and commercial objectives through long-term and proactive relationship management with existing clients based on trust and distinctive service.
  • Live by a Risk Culture and have an excellent understanding of the business and related compliance, conduct, and operational risks. Accountable for the appropriate mitigation at any point in time within the parameters defined by the Firm's Risk Appetite Statement and related frameworks.
  • Results-focused, open for business enhancement, and developing Puilaetco's name and brand.
  • Create a partnership culture within team and between teams to deliver Puilaetco's overall value proposition to clients.
  • Work independently and, as required, with Specialist teams within the business to advise on and manage the Investment, Financial Planning, and Lending needs of clients to meet their overall Wealth Management goals and objectives within the scope of their declared risk profile.
  • Contact clients regularly to ensure client's needs are met.
  • Maintain the highest standards of compliance in keeping with the company's obligations to clients, counterparties, and the regulator.
  • Ensure all operations affecting clients are carried out in accordance with the FCA rules.
  • Represent the company and the division to clients, potential clients, and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.

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.

Attributes and Qualities

  • Create a partnership culture within teams and collaborate across the Puilaetco network to deliver the overall client proposition.
  • Work effectively with relevant teams to find the best solutions.
  • Support and encourage others to generate a positive working culture, sharing information cross-functions.
  • Takes a solution-oriented approach and challenges the way we do things.
  • Effective communicator (both written and verbal), and good at influencing audiences in person and presenting to clients.
  • Resilient, problem solver, effective planner with a partnership approach.

Technical Skills

  • Qualified Adviser – Certified as an 'Adviser' – subject to the relevant Training & Competency Scheme. Level 4 as a minimum.
  • Proven threshold competent and operate with a full understanding of Risk within a regulatory framework.

About Puilaetco

Puilaetco is a company that values integrity, innovation, and excellence. We offer a collaborative and caring culture, competitive compensation, and opportunities for growth and development. If you're ready to embark on an exciting journey with a company that prioritizes the well-being of its clients and employees, we want to hear from you.

  • Strategic Wealth Planner

    3 days ago

    Manchester, United Kingdom Stratton Wealth Management Full time

    At Stratton Wealth Management, we are seeking an experienced Senior Paraplanner to join our team in Manchester. As a key member of our paraplanning team, you will be responsible for analyzing client financial positions, assessing suitability, and delivering high-quality advice. Your analytical skills and attention to detail will be essential in providing...

  • Strategic Wealth Planner

    9 hours ago

    Manchester, United Kingdom Stratton Wealth Management Full time

    Job SummaryWe are seeking an experienced Senior Paraplanner to join our team at Stratton Wealth Management. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a passion for delivering high-quality advice to high-net-worth clients.The successful candidate will be responsible for analyzing client financial positions,...

  • Office Administrator

    5 months ago

    Manchester, United Kingdom Falcon Wealth Management Full time

    **Office Administrator (Wealth Management)** Location: Manchester, Full Time, Permanent **Salary**: Negotiable, Depending on Experience **Company Overview**: Falcon Wealth Management is a dynamic and forward-thinking firm serving high-caliber clients, including hedge funds, stockbrokers, private equity firms, and investment managers. Our client-first...

  • Wealth Management Specialist

    3 weeks ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our financial advisors and their clients.Key Responsibilities:Provide...

  • Wealth Management Specialist

    3 weeks ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our financial advisors and their clients.Key Responsibilities:Provide...

  • Senior Financial Planner

    4 months ago

    Manchester, United Kingdom Daintree Wealth Management Full time

    **Senior Financial Planner** We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester. A fantastic opportunity to join a dynamic team, in an exciting growth period for the business. Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes...

  • Wealth Management Specialist

    1 month ago

    Manchester, United Kingdom Bank of America Full time

    About the RoleAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our financial advisors and their clients.Key ResponsibilitiesProvide quality client service and...

  • Wealth Management Specialist

    1 month ago

    Manchester, United Kingdom Bank of America Full time

    About the RoleAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our financial advisors and their clients.Key ResponsibilitiesProvide quality client service and...

  • Wealth Management Specialist

    1 month ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...

  • Wealth Management Specialist

    1 month ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...

  • Wealth Management Specialist

    4 weeks ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...

  • Wealth Management Specialist

    4 weeks ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...

  • Wealth Management Specialist

    1 month ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...

  • Wealth Management Specialist

    1 month ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...

  • Wealth Management Specialist

    2 weeks ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...

  • Wealth Management Specialist

    2 weeks ago

    Manchester, United Kingdom Bank of America Full time

    Job Title: Wealth Management SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Provide quality client service and...

  • Wealth Management Specialist

    7 days ago

    Manchester, United Kingdom Bank of America Full time

    About the RoleAt Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Wealth Management Specialist, you will play a critical role in supporting our financial advisors and delivering exceptional client service.Key ResponsibilitiesProvide quality client service and effective operations support...

  • Wealth Management Professional

    1 week ago

    Manchester, United Kingdom Bank of America Full time

    About the RoleAt Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProvide quality client service and effective operations...

  • Wealth Management Specialist

    2 months ago

    Manchester, United Kingdom Bank of America Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Specialist to join our team at Bank of America. As a key member of our Elite Growth Practice, you will play a critical role in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide quality client service and effective operations...

  • Wealth Management Specialist

    2 months ago

    Manchester, United Kingdom Bank of America Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Specialist to join our team at Bank of America. As a key member of our Elite Growth Practice, you will play a critical role in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide quality client service and effective operations...