Genesis Global Group is currently looking for a Private Wealth Advisor to join a dynamic investment firm, based in London, with a global presence.  This is a permanent full-time position.

 

The ideal candidate should have vast prior experience of working with HNW individuals and have excellent knowledge of the industry.

The candidate will be responsible for:

• Attracting, retaining & expanding client relationships.

• Seeking introductions and referrals from client to grow the portfolio.

• Being the first-point of contact for prospective and current clients – manging the relationship & offering an outstanding service.

• Producing risk analysis for clients on a regular basis.

• Work effectively across numerous internal and external teams (accountants, lawyers and clients).

 

Desired Skills & Experience:

• 5+ years’ experience in PWM.

• Extensive knowledge of financial products.

• Strong communication skills (both written & orally).

• Motivated and enthusiastic individual, with a track record of enticing new clients to join.

• Bachelor’s Degree is a minimum requirement.

   

 

In order to apply for this role, please forward your most up to date CV and quote the reference number.

 

 

TAGS: PWM Advisor – PWM Associate – Wealth Management Associate – Wealth Advisor