At a Glance
- Tasks: Engage and advise high net worth clients while supporting business growth.
- Company: St. James’s Place, a leader in wealth management.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Join a dynamic team focused on client success and relationship building.
- Why this job: Make a real difference in the lives of HNW/UHNW clients with your expertise.
- Qualifications: Deep knowledge in tax, trust, investment structuring, and strong communication skills.
The predicted salary is between 45000 - 50000 £ per year.
St.
James’s Place is seeking a senior Private Client Consultant to engage, advise and service high net worth clients, representing the Private Client proposition and supporting Partners in securing new business while maintaining strong client relationships.
This senior technical role requires deep tax, trust and investment structuring knowledge, plus commercial acumen and exceptional communication to deliver outcomes for HNW/UHNW clients.
#J-18808-Ljbffr
Senior Private Client Advisor for HNW/UHNW Wealth employer: St. James's Place
St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.
