Corporate and Commercial Wealth Advisor

Job Title: Corporate and Commercial Wealth AdvisorThe OpportunityAn established UK bank is looking to add an experienced wealth adviser to its private client team, partnering closely with colleagues who look after business and commercial banking customers. You''ll take on a book of affluent and high-net-worth individuals, becoming their go-to person for investment guidance and wider financial planning.What the Job InvolvesLooking after a portfolio of affluent clients, building relationships that last and encouraging clients to bring more of their banking to youHitting personal growth and service targets while making sure every client interaction feels first-classSpotting changes in a client''s circumstances or goals and adapting your advice accordinglyGiving fully regulated advice on investments and financial productsStaying on top of markets, products and planning strategies so your advice is always currentKeeping thorough, compliant paperwork and records throughoutBackground We''re Looking ForRecent hands-on experience giving regulated investment adviceSolid grasp of how wealth planning and investment strategy works for wealthier clientsWide-ranging knowledge of financial markets, products and the planning industry generallySome exposure to risk and controls within a private client, business banking or investment advice settingA Level 4 investment qualification as a minimum requirementConfident communicator who can build rapport and influence outcomesComfortable working in ..... full job details .....