Provide specialist, regulated financial planning advice to our private banking clients in the ultra high net worth (UHNW) segments for International and Family Office clients
Job Summary
Provide specialist, regulated financial planning advice to our private banking clients in the ultra high net worth (UHNW) segments for International and Family Office clients.
Ensure clients' financial needs are met and they receive outstanding service by providing thorough and comprehensive advice on regulated private banking products and services.
Deliver regulated financial planning products to help achieve overall sustainable growth and profitability targets and build effective relationships with private banking stakeholders.
Matching Summary
Provide specialist, regulated financial planning advice to our private banking clients in the ultra high net worth (UHNW) segments for International and Family Office clients.
Skills & Requirements
Must-have
regulated financial planning advice
ultra high net worth clients
International and Family Office segments
regulated private banking products
relationship building with clients
Nice-to-have
upskill advisers
sustainable growth and profitability targets
commercial aspirations
broader stakeholder demands
Key Requirements
Level 4 or Level 6 qualification
Competent Adviser Status (CAS)
experience with complex regulated financial advice
understanding of financial markets
experience with relevant policies and regulatory obligations