Corporate Wealth Advisor recruitment
Working within the Wealth Advisory team you will provide ‘subject matter expertise’ to colleagues within Corporate Banking, Private Banking and Wealth Management by working closely with them in developing and establishing long term relationships.
Your key responsibilities will include:
- Provide Corporate Financial Planning, Employee Shareplans and Tax Planning services to existing clients
- Build and develop strong internal and external relationships with business introducers across the professional network and internally with Relationship Managers
- Prepare and provide well researched and appropriate financial advice
- Proactively acquiring profitable new business and increase market share
To apply for this position you will:
- Have strong client relationship skills from previous experience
- Hold advanced knowledge of Financial Planning for individuals and corporate
- Show a sound understanding of discussing financial planning requirements
- Display professionalism and a proven network within the UK wealth advisory business
If you would like to apply for this role or find out more, please apply online or contact Sadie Qureshi at Robert Walters on 0121 281 5000 or sadie.qureshi@robertwalters.com quoting the Job Reference QUS/1584930
Where any specific qualification is mentioned, all equivalent overseas qualifications are acceptable
January 24, 2012
• Tags: Corporate Wealth Advisor recruitment, Private Banking, Wealth Management careers in the UK • Posted in: Financial