High Net Worth Client Case Representative

Vanguard UK

Multiple Locations
Base: $65,000 - $80,000; bonus/equity: $20,000 lic...
Hybrid
Strong relationship management skills
Excellent communication abilities
Commitment to exceptional client service
At Vanguard, we have a client-first mentality that we live and breathe every day

Job Summary

  • At Vanguard, we have a client-first mentality that we live and breathe every day.
  • You will serve as the primary point of contact for Personal Investor clients.
  • Join us at Vanguard and be part of a team dedicated to making a positive impact on our clients' lives.

Matching Summary

At Vanguard, we have a client-first mentality that we live and breathe every day.

Salary

Base: $65,000 - $80,000; Bonus/Equity: $20,000 licensing bonus; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong relationship management skills
  • Excellent communication abilities
  • Commitment to exceptional client service

Nice-to-have

  • Ability to manage ambiguity
  • Passion for building client relationships
  • Team-oriented culture

Key Requirements

  • Active FINRA Series 7 and 63 licenses
  • 1-3 years of experience in financial services

Work Rights

Not specified

Tailored Resume

Cover Letter