Corporate and Commercial Wealth Advisor

Job Title: Corporate and Commercial Wealth AdvisorLocation: LondonThe OpportunityAn established UK financial institution is looking to appoint a Wealth Advisor to support its business banking client base. This role sits within a well-regarded private client advisory function and offers the chance to work with an established book of high-value relationships, in an organisation investing heavily in modernizing how it serves its customers.You''ll take on responsibility for a portfolio of affluent clients, offering tailored financial guidance and building relationships that last. This is a role for someone who enjoys getting to know their clients properly, understanding what matters to them financially, and being the person they turn to first.What the role involvesBuilding and looking after a portfolio of higher-value client relationships, with a focus on long-term retentionGiving regulated financial advice suited to each client''s individual circumstances and goalsSpotting changes in a client''s situation early and adapting your advice accordinglyKeeping your knowledge of financial products, markets and planning solutions current and client-relevantWorking to grow the overall value and depth of your portfolio over timeEnsuring all client records and advice documentation meet internal and regulatory standardsWhat we''re looking forProven, recent experience giving financial or investment advice to clientsConfidence advising on wealth planning tools and strategies for ..... full job details .....