The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
You will be capable of building relationships with both new and existing private clients.
Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relationships.
Responsibilities:
* Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives.
* This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions.
* Managing out existing investments and reinvesting the capital into managed portfolios.
* Regular reporting of changes within portfolios and performance to clients.
* Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims.
* Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service.
* To engage with and understand prospective clients' needs.
* To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them.
* To convert such prospective clients into clients and gain additional assets and revenue.
* To continually engage with existing clients, deepening and developing relationships.
* To provide ongoing support and administration to existing clients.
* To regularly review existing clients' circumstances to ensure suitable for their current circumstances.
* To maintain adequate records of all ongoing and pertinent communications with clients.
You will have a minimum diploma level 4 but ideally be chartered and hold CF30.
You will be driven, ambitious and have excellent client focus.
In return you will receive a top-end salary and benefits package including PMI and PHI.
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