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- Tasks: Provide tailored financial advice to high-net-worth clients and manage an established client book.
- Company: Leading financial advisory firm in London with elite support.
- Benefits: 24 days' annual leave, competitive salary, and specialised training opportunities.
- Why this job: Focus on advising clients while receiving top-tier support and resources.
- Qualifications: At least 3 years of holistic financial advice experience and strong relationship management skills.
The predicted salary is between 48000 - 72000 £ per year.
A leading financial advisory firm in London is seeking an experienced Financial Adviser to provide tailored advice to high-net-worth clients. You will have ownership of an established client book and access to top-tier support, enabling you to focus on advising rather than administration.
The role requires at least 3 years of holistic financial advice experience, with a strong emphasis on relationship management.
Competitive benefits include 24 days' annual leave and specialized training opportunities.
Senior Private Wealth Adviser – Book Provided, Elite Support employer: Apollo Private Wealth
Contact Detail:
Apollo Private Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Wealth Adviser – Book Provided, Elite Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to high-net-worth clients. Tailor your answers to showcase how your experience aligns with their needs and values.
✨Tip Number 3
Showcase your relationship management skills! During interviews, share specific examples of how you've built and maintained client relationships. This is key for a role focused on providing tailored advice.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Senior Private Wealth Adviser – Book Provided, Elite Support
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your experience in providing holistic financial advice. We want to see how your background aligns with the needs of high-net-worth clients, so don’t hold back on those details!
Emphasise Relationship Management: Since this role is all about building and maintaining relationships, let us know how you've successfully managed client relationships in the past. Share specific examples that demonstrate your skills!
Tailor Your Application: Take a moment to tailor your application to our firm. Mention why you’re excited about the opportunity to work with us and how you can contribute to our team. Personal touches go a long way!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Apollo Private Wealth
✨Know Your Client Book
Before the interview, take some time to familiarise yourself with the types of clients in the book you'll be managing. Understand their needs and how you can provide tailored advice. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Highlight Relationship Management Skills
Since this role emphasises relationship management, prepare examples from your past experiences where you've successfully built and maintained client relationships. Be ready to discuss how you handle difficult situations and ensure client satisfaction.
✨Showcase Your Financial Knowledge
Brush up on the latest trends and regulations in wealth management. Be prepared to discuss how these might impact high-net-worth clients. Demonstrating your expertise will help build trust and show that you're a knowledgeable adviser.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and support. This not only shows your interest in the role but also helps you gauge if the firm aligns with your values and work style.
