Private Wealth Advisor

Our client, a leading Private Wealth Manager is currently growing their very successful team of HNW Advisors.

Reporting to a Director, the Senior Client Advisor follows up on internal leads, qualifying and scheduling client appointments. The client’s needs and risk profile are established and investments recommended.

The role will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing the focus to be purely on growing the business.

Candidate:

• 5+ years of success selling to HNW individuals
• Consistent and quantifiable individual sales success with stock market investors
• Quantifiable track record in closing new investor business
• High activity orientation and persistent xcfaprz through setbacks
• Ability to connect with a wide array of audiences through dynamic interpersonal skills

This role is entrepreneurial and strongly rewards drive and motivation.

Please contact Nicola Flavin via LinkedIn or