This role serves as a bridge between the bank's offerings and client needs to establish profitable partnerships
Job Summary
This role serves as a bridge between the bank's offerings and client needs to establish profitable partnerships.
The position involves designing customized financial solutions and providing expert investment advice to clients with investable assets up to £3 million.
Candidates must hold a recognized financial planning qualification at RDR Level 4 or above to ensure high standards of compliance and advisory.
Matching Summary
This role serves as a bridge between the bank's offerings and client needs to establish profitable partnerships.
Skills & Requirements
Must-have
RDR Level 4 or above qualification
Client relationship management
Investment portfolio analysis
Risk assessment and mitigation
Regulatory compliance knowledge
Nice-to-have
Digital tools for client engagement
Pensions and UK taxation expertise
Cross-functional collaboration skills
Adaptability in fast-evolving environment
Experience with affluent segment clients
Key Requirements
RDR Level 4 or above financial planning qualification