Private Client Advisor Hnw/uhnw, Fintech, London - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways.

In the last couple of years this firm have grown their client and asset base and are lookingto grow their team as a result.

Recent hires include talent from top tier Institutional, as well as Private Client, firms.

More details on request, but it should be stressed that there are several differentiating factors this firm have compared to their competitionin what is a crowded market.

Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated investors.

As with any role with a small, growing firm, this position will be broad in scope and there will be significant chances to take on responsibilities.

Some key aspects of this role will include:

Be the Lead Adviser to a number of High Net Worth and Ultra High Net Worth Clients
Advise on all aspects of the Client's Financial Life Plan and implications for wrappers and interaction with investment management
Contribute to firm's approach to lifestyle financial planning
Be part of broader firm building initiatives

Whilst our client is prioritising the person over the CV, the ideal skill set would look like the following:

At least 5 years of experience in providing investment advice to sophisticated high net worth private clients
Demonstrated ability to build and maintain a substantial High Net Worth and Ultra High Net worth client base
Excellent technical knowledge of financial planning including trusts, pensions and intergenerational planning
Experience of financial planning software
Excellent communication skills essential
Advanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner (Level 6/7)
Detailed technical understanding of cash flow based planning
Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
Strongly motivated, sets demanding standards of personal excellence
Enjoys diving deep into the technology development process and seeks to streamline workflows
Independent thinker
Nonhierarchical and egofree