Senior Wealth Adviser for HNW Clients | London Hybrid
Senior Wealth Adviser for HNW Clients | London Hybrid

Senior Wealth Adviser for HNW Clients | London Hybrid

Full-Time 43200 - 72000 £ / year (est.) No home office possible
A

At a Glance

  • Tasks: Provide top-notch financial advice to high-net-worth clients and manage relationships.
  • Company: Leading financial services firm in London with a supportive culture.
  • Benefits: Competitive salary, hybrid working options, and a high-performance environment.
  • Why this job: Join a dynamic team and make a real difference in clients' financial lives.
  • Qualifications: Minimum 3 years of experience and Level 4 Diploma required.
  • Other info: Great opportunities for networking and portfolio growth.

The predicted salary is between 43200 - 72000 £ per year.

A leading financial services firm in London is seeking an experienced Financial Adviser to provide high-quality financial advice to high-net-worth individuals. You will manage client relationships and grow your portfolio through networking and referrals.

The ideal candidate has at least 3 years of experience, holds a Level 4 Diploma, and is driven to achieve outstanding client outcomes.

This role offers a competitive salary in a supportive and high-performance environment with hybrid working options.

Senior Wealth Adviser for HNW Clients | London Hybrid employer: Apollo Private Wealth

As a leading financial services firm in London, we pride ourselves on fostering a supportive and high-performance work culture that empowers our employees to excel. With competitive salaries, hybrid working options, and ample opportunities for professional growth, we are dedicated to helping our team members achieve their career aspirations while delivering exceptional service to high-net-worth clients.
A

Contact Detail:

Apollo Private Wealth Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Wealth Adviser for HNW Clients | London Hybrid

✨Tip Number 1

Networking is key! Get out there and connect with other professionals in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn.

✨Tip Number 2

Showcase your expertise! Prepare a portfolio of your past successes and client testimonials. This will help you stand out when meeting potential clients or employers, proving that you can deliver outstanding outcomes.

✨Tip Number 3

Practice your pitch! Whether it’s for a networking event or an interview, having a clear and confident way to present yourself and your skills will make a huge difference. We recommend rehearsing with a friend or in front of a mirror.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our team!

We think you need these skills to ace Senior Wealth Adviser for HNW Clients | London Hybrid

Financial Advisory
Client Relationship Management
Networking Skills
Referral Generation
Level 4 Diploma in Financial Advice
High-Net-Worth Client Experience
Client Outcome Focus
Portfolio Management
Communication Skills
Sales Skills
Analytical Skills
Problem-Solving Skills
Adaptability
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and showcases your Level 4 Diploma. We want to see how your skills align with the role, so don’t be shy about emphasising your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about providing financial advice and how you’ve successfully managed client relationships in the past. Keep it engaging and personal.

Showcase Your Networking Skills: Since this role involves growing your portfolio through networking, mention any relevant connections or strategies you’ve used in the past. We love to see proactive candidates who can build relationships and referrals!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Apollo Private Wealth

✨Know Your Stuff

Make sure you brush up on your financial knowledge, especially around high-net-worth client needs. Be prepared to discuss specific strategies you've used in the past to achieve outstanding client outcomes.

✨Showcase Your Experience

With at least 3 years of experience under your belt, highlight your achievements and how you've grown client portfolios through networking and referrals. Use concrete examples to demonstrate your success.

✨Build Rapport

Since this role involves managing client relationships, practice building rapport during the interview. Show genuine interest in the interviewer's experiences and insights about the firm and its clients.

✨Ask Insightful Questions

Prepare thoughtful questions that show your understanding of the financial services industry and the firm's approach to high-net-worth clients. This not only demonstrates your interest but also helps you assess if the firm is the right fit for you.

Senior Wealth Adviser for HNW Clients | London Hybrid
Apollo Private Wealth

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

A
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>