City Elite Transaction Services Ltd in London invites an experienced Corporate & Commercial Wealth Advisor to manage a portfolio of affluent clients and provide tailored financial guidance within a busy private client advisory function.
You will nurture long-term client relationships, adhere to regulatory standards including Consumer Duty, and keep up-to-date with markets and planning solutions while using CRM tools to document recommendations.
#J-18808-LjbffrCorporate Wealth Advisor for High-Value Clients employer: City Elite Transaction Services Ltd
Join a dynamic global financial technology firm that prioritises innovation and collaboration, offering a vibrant work culture where your legal expertise will directly influence the success of cutting-edge products. With a strong commitment to employee growth, you will have access to continuous professional development opportunities and the chance to work alongside diverse teams across major international hubs like London, New York, and Israel. Enjoy the unique advantage of being part of a forward-thinking organisation that values your contributions and fosters a supportive environment for meaningful career advancement.
Contact Details:
City Elite Transaction Services Ltd Recruitment Team
