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Keywords: HNWI, UHNWI, High Net Worth Individuals, Ultra High Net Worth individuals, Clients, High Importance, Protection Products, Insurance Products, Counsellor, Advisory, Regulated, RDR, Level 4, RDR Level 4, Client Relations, Private Banker, Personal Banker, Wealth, Planner, Critical illness, Life Cover, Off Shore, Off Shore Bonds, Term life Cover, Pensions, Estate Planning, Bonds, Off Shore Bonds, Financial Advisor, Front Office, Planner, Senior Wealth Planner, Senior Financial Planner.
I am working with a wealth management arm of a global investment bank, who are looking for a skilled and experience individual with drive and ambition to get stuck in and work closely with high valued clients. This individual will be required to give regulated advice to clients and other colleagues, with the organisation's clients being HNWI or UHNWI this role is at high importance.
They are looking for someone that had relevant Protection Product / Insurance Experience including:
Life Cover (any of the different variables)
To be considered for this role you will need:
To hold an RDR level 4 or Equivalent as minimum.
Have experience selling at least one of the above products
Relevant experience working with clients and building relationships.
* maintain well established relationships with clients.
* Build and develop personal investment plans.
* Providing detailed Protection Product insight and Advise.
* Organise and Attend regular meetings and events with High Net Worth individuals (HNWI) and Ultra High Net Worth client (UHNW)
* Work closely with external client, Senior Stakeholders and other advisors to help provide Advise.
Those that feel they are a strong candidate for the role should forward their CV's or contact Rianna Hughes on 020 7997 1017 OR riahughes@astoncarter(com) to find out more.
Internal Number: 5422165
About Aston Carter Ltd
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