Client Advisor recruitment
Hanover Search are working with a leading UK Private Bank with an award-winning proposition to find a Client Advisor to join their very successful business.
Our client has a multi-billion pound proposition and provides Discretionary Investment Management services to IFAs and their clients as well as Private Banking services.
The Client Advisor role has two parts:
1: Developing and managing relationships with IFAs to raise assets into our client’s discretionary proposition
2: Developing and managing relationships directly with HNW individuals referred from these IFAs
Our client is looking for someone with a strong track record in a similar role, with an excellent knowledge of the IFA market.
The successful candidate will have a good knowledge of investments and ideally have experience selling a discretionary proposition.
The Client Advisor role is focused on business development and relationship management - you will not be managing the investments although you will be regularly discussing asset allocation. You will not be picking stocks or funds.
For a confidential discussion please contact Andrew Bayliss on andrew.bayliss@hanoversearch.com
We regret that we can not respond to all applications