Wealth Adviser recruitment
Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs.Skills:Proven ability to deal with new and existing clients on a fee basisNumeracy and literacyWealth Management Skills:Understanding wealth management practices and processes and Read more […]
May 12, 2012
• Tags: Private Banking, Wealth Adviser recruitment, Wealth Management careers in the UK • Posted in: Financial • Comments Off on Wealth Adviser recruitment