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AdvisersClient Services – Wealth Management
To provide strategic asset allocation advice to private individuals in relation to the fee-based Discretionary Managed Portfolio Services of WEALTH at work. Provide a first class service to generate new client mandates and servicing the existing client base to maintain/increase assets under management. Current vacancies in South to South East London. Home/field based role.
Client Services – Wealth Management have a client facing role, providing direct support to our network of Advisers and both existing and prospective clients in the UK.
There is the potential to develop further and progress to become a professional desk based or face to face Adviser. Liverpool based role.