Wealth Adviser
Your responsibilities will include:
· Delivering a consistent and tailored wealth management service to our Premier clients
· Developing long term, in depth client relationships with clients
· Acquiring new clients with proactive strategic planning to maintain and grow
· Leading Premier actives to ensure opportunities are identified and client needs are met effectively, maximising all available resources
· Must at all times comply with the relevant investment codes issued by the regulators on Jersey, Guernsey or IOM
· Comply with the relevant Group standard including GHQ and the Regulatory organisation as applied to the implementation of the Retail and Wealth Management strategy in their country
The ideal candidate for this role will have:
· Relevant product knowledge including knowledge of wealth products
· Experience working in relevant environment/s, i.e. financial services
· Experience working in relevant market/context, i.e. adviser/relationship manager
· Role relevant qualifications, i.e. DipCII (or equivalent QCF RDR level 4 qualification) and preferably holding Competent Adviser Status
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