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For Companies At a Glance
- Tasks: Act as a trusted advisor for ultra-high-net-worth clients and convert leads into clients.
- Company: High-end advisory firm in Greater London with a collaborative culture.
- Benefits: Uncapped commission and excellent career growth opportunities.
- Why this job: Join a prestigious firm and make a real impact on clients' wealth management.
- Qualifications: Experience in advisory services or private banking and strong relationship-building skills.
- Other info: Work in a regulated environment with a focus on professional development.
The predicted salary is between 43200 - 72000 £ per year.
A high-end advisory firm in Greater London seeks a professional to act as a trusted advisor for UHNW clients. The role involves converting qualified leads into clients through a consultative sales approach, requiring proven experience in advisory services or private banking.
Candidates should possess strong relationship-building skills and be comfortable operating in a regulated environment. This position offers uncapped commission and opportunities for career growth in a collaborative culture.
UHNW Client Advisor — Trusted-Advisor in Wealth in London employer: Certus Recruitment Group
Contact Detail:
Certus Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UHNW Client Advisor — Trusted-Advisor in Wealth in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships is key to landing that UHNW Client Advisor role.
✨Tip Number 2
Showcase your consultative sales skills! When you get the chance to chat with potential employers, highlight your experience in converting leads into clients. Use real-life examples to demonstrate how you've built trust and rapport with clients in the past.
✨Tip Number 3
Prepare for those tricky interview questions! Research common questions for advisory roles and practice your responses. Be ready to discuss how you navigate regulated environments and maintain compliance while still delivering exceptional client service.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals who can thrive in a collaborative culture. Your next big opportunity could be just a click away, so make sure you check out our listings regularly!
We think you need these skills to ace UHNW Client Advisor — Trusted-Advisor in Wealth in London
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your previous experience in advisory services or private banking. We want to see how you've successfully navigated similar roles and built strong relationships with clients.
Tailor Your Application: Don’t just send a generic application! We love it when candidates tailor their CVs and cover letters to reflect the specific skills and experiences that match our UHNW Client Advisor role.
Be Authentic: Let your personality shine through in your application. We’re looking for someone who can build trust with clients, so being genuine and relatable is key!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Certus Recruitment Group
✨Know Your Wealth Management Basics
Make sure you brush up on your knowledge of wealth management and advisory services. Understand the latest trends in private banking and be ready to discuss how you can apply this knowledge to help UHNW clients achieve their financial goals.
✨Showcase Your Relationship-Building Skills
Prepare examples that highlight your ability to build and maintain strong relationships with clients. Think about past experiences where you've successfully converted leads into clients, and be ready to share these stories during the interview.
✨Understand the Regulatory Environment
Familiarise yourself with the regulations that govern the wealth management industry. Be prepared to discuss how you ensure compliance while providing exceptional service to clients, as this is crucial for operating in a regulated environment.
✨Demonstrate a Consultative Sales Approach
Practice articulating your consultative sales strategy. Be ready to explain how you identify client needs and tailor your advice accordingly. This will show that you’re not just about making a sale, but genuinely care about the clients' best interests.
