Premier Wealth Advisor for High-Net-Worth Clients

HSBC; Guildford; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Wealth Manager to support a portfolio of high-value customers. The role involves providing personalized financial advice and helping clients manage and grow their wealth. Candidates are expected to hold Level 4 qualifications and have experience in holistic financial advice. This position offers opportunities for career progression and a flexible benefits package, including life insurance and private medical care.

Benefits

Flexible benefits package

Life insurance

Private medical care

Qualifications

• Candidates should hold Level 4 qualifications.
• Experience in providing holistic financial advice is required.
• Ability to build and maintain strong client relationships.

Responsibilities

• Support a portfolio of high-value customers.
• Provide personalized financial advice to clients.
• Help clients manage and grow their wealth.

Skills

Personalized financial advice

Relationship management

Holistic financial advice

Education

Level 4 qualifications

Job description

A leading financial institution in the United Kingdom is seeking a Wealth Manager to support a portfolio of high-value customers. The ideal candidate will provide personalized financial advice, help clients manage and grow their wealth, and develop strong relationships. Candidates should hold Level 4 qualifications and have experience in providing holistic financial advice. This role offers career progression opportunities and a flexible benefits package, including life insurance and private medical care.