Hnw Investment Counsellor (1 Year Contract)

Prudential Assurance UK

Not specified; not specified; not specified
Not specified (assumed hybrid based on industry norms)
Client-centric strategic focus
Enduring relationship building
Complex financial landscape navigation
Prudential Assurance UK is seeking a client-centric Investment Counsellor for a one-year contract to build relationships with high-net-worth individuals, providing tailored investment advice. The role emphasizes collaboration with specialists, compliance, and market insights to help clients achieve their financial goals

Job Summary

  • The role is client-centric and strategically focused on building enduring relationships with high-net-worth individuals.
  • Investment counsellors will partner with external legal and trust partners to deliver integrated end-to-end financial solutions.
  • Prudential pledges to be a place where employees can Connect, Grow, and Succeed in a culture celebrating diversity.

Matching Summary

Match Score: 85

Prudential Assurance UK is seeking a client-centric Investment Counsellor for a one-year contract to build relationships with high-net-worth individuals, providing tailored investment advice. The role emphasizes collaboration with specialists, compliance, and market insights to help clients achieve their financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client-centric strategic focus
  • Enduring relationship building
  • Complex financial landscape navigation
  • Long-term financial well-being advice
  • Intergenerational wealth transfer planning

Nice-to-have

  • Strong entrepreneurial mindset
  • Commitment to delivering excellence
  • Collaborative specialist coordination
  • Market insights translation skills

Key Requirements

  • 1 Year Contract duration
  • Compliance with KYC/AML regulations
  • Understanding of regulatory changes

Work Rights

Not specified

Tailored Resume

Cover Letter