City Elite Transaction Services Ltd is partnering with a major UK bank to hire a Corporate & Commercial Wealth Advisor. You will manage a portfolio of affluent clients, provide regulated investment advice, and collaborate with colleagues across private client and business banking teams.
The role emphasizes relationship building, staying informed on markets, and delivering first-class financial planning. A Level 4 investment qualification is required, with proven experience in wealth planning for
#J-18808-LjbffrPrivate Wealth Advisor for High-Net-Worth Clients in Milton Keynes 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
