Hybrid Wealth Advisor (Corporate & Commercial)

Hybrid Wealth Advisor (Corporate & Commercial)

Full-Time No working from home possible
City Elite Transaction Services Ltd

City Elite Transaction Services Ltd in London is seeking a Corporate & Commercial Wealth Advisor to support a private client advisory function. You will manage a portfolio of affluent clients, delivering tailored guidance and building lasting relationships while the firm modernizes how it serves customers.

The role requires recent experience providing financial advice in a regulated environment, a QCF Level 4+ investment qualification, and strong communication skills.

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Hybrid Wealth Advisor (Corporate & Commercial) 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.

City Elite Transaction Services Ltd

Contact Details:

City Elite Transaction Services Ltd Recruitment Team