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Negotiable
Car Allowance
Were recruiting a Wealth Advisor to join a well established financial institution, working alongside the Corporate & Commercial Banking team, to work in the Home Counties on a hybrid basis 3 days a week in the office. Candidate must be qualified to QCF or RDR Level 4.
You will manage existing and grow a portfolio of high net worth clients, providing regulated investment advice and helping clients achieve long term financial objectives. The role combines relationship management, investment expertise, and proactive portfolio development.
Key Responsibilities
? Portfolio Management ? Manage and grow a portfolio of HNW clients, ensuring strong retention and primary banking relationships.
? Investment Advice ? Provide regulated advice across a broad range of financial and investment products.
? Client Needs Analysis ? Identify and support changing financial needs of corporate and commercial clients.
? Compliance & Record Keeping ? Maintain accurate, compliant records in line with internal standards and regulatory requirements.
? Client Experience ? Deliver exceptional service and contribute to individual performance targets.
What Youll Bring
? QCF Level 4 qualification (essential)
? Recent experience providing regulated investment advice
? Strong knowledge of investment markets, products, and wealth structuring tools
? Understanding of wider financial markets and banking products
? Experience in risk management within Private Banking, Corporate, Commercial or Select Investments
? Excellent relationship management, communication, and influencing skills
? Proactive approach to change and continuous improve
? Hybrid role 3 days a week in the office.
Excellent benefits offered including Car allowance and 30 days annual leave.
For more information on this role please contact Sonia Smith by sending your CV to sonia@bhal.co.uk and quoting ref16976SO
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