Senior UHNW Client Advisor | High-Touch Wealth Sales

Senior UHNW Client Advisor | High-Touch Wealth Sales

Part-Time 60000 - 80000 £ / year (est.) Home office (partial)
Certus Recruitment Group

At a Glance

  • Tasks: Convert warm leads into clients using your consultative sales skills.
  • Company: Join Certus Recruitment Group, a leader in high-touch wealth sales.
  • Benefits: Enjoy uncapped commission and a collaborative work culture.
  • Other info: Work three days a week in London for dynamic career growth.
  • Why this job: Make a real impact in the UHNW space while building valuable relationships.
  • Qualifications: Experience with UHNW individuals and strong communication skills required.

The predicted salary is between 60000 - 80000 £ per year.

Certus Recruitment Group is seeking a client-facing advisor for a dynamic role in the UHNW space. In this role, you will convert warm leads into clients through a consultative sales approach, requiring strong communication and relationship-building skills.

Candidates should have experience working with UHNW individuals, understand the nuances of luxury and advisory environments, and be prepared to work three days a week in the London office. Uncapped commission and a collaborative culture await the right candidate.

Senior UHNW Client Advisor | High-Touch Wealth Sales employer: Certus Recruitment Group

At Certus Recruitment Group, we pride ourselves on being an exceptional employer, offering a vibrant work culture that fosters collaboration and innovation. Our London office provides a unique opportunity to engage with ultra-high-net-worth clients in a dynamic environment, where uncapped commission and professional growth are at the forefront of our values. Join us to be part of a team that not only values your expertise but also invests in your career development within the luxury advisory space.

Certus Recruitment Group

Contact Details:

Certus Recruitment Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior UHNW Client Advisor | High-Touch Wealth Sales

Connect with Campus Reps

If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.

Get Involved in Financial Societies

Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.

Use LinkedIn for Hidden Gems

Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Certus Recruitment Group often post openings there first, so be on the lookout and don’t forget to engage with their content!

Showcase Your Skills Directly

When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Certus Recruitment Group.

We think you need these skills to ace Senior UHNW Client Advisor | High-Touch Wealth Sales

Consultative Sales Approach
Strong Communication Skills
Relationship-Building Skills
Experience with UHNW Individuals
Understanding of Luxury Environments
Advisory Skills
Client Conversion

Some tips for your application 🫡

Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!

Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Certus Recruitment Group and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!

Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!

Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Certus Recruitment Group. A little light-heartedness can go a long way!

How to prepare for a job interview at Certus Recruitment Group

Brush Up on Your Numbers

For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.

Know Your Financial Products

Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!

Flexibility and Commitment are Key

Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.

Showcase Your Portfolio of Experience

Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!