Client Advisor - London, United Kingdom - Quintet Private Bank

Quintet Private Bank

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Purpose of the Job:

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve.

Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness.

We want our employees to feel proud of being part of a company that is committed to do the right thing.

You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

This is fantastic opening for an experienced Client Advisor to join the team based in Brown Shipley, London, a few minutes walk from Bank tube station.

The position offers a unique opportunity to work in a collaborative and client-centric environment where your expertise and passion for helping others will make a significant impact.

Key Accountabilities:

Acquire new target group clients through the effective use of own network targeting prospects and, together, crosspitching the

Quintet proposition.- Drive revenues and other commercial objectives through long-term and proactive relationship management with existing clients

based on trust and distinctive service.- Lives by a Risk Culture - has an excellent understanding of the business and related compliance, conduct and operational risks.

Accountable for the appropriate mitigation at any point in time within the parameters defined by the Firm's Risk Appetite

Statement and related frameworks. Act as a role model for business ownership and responsibility for risk management in line with

- our core values at any time or for any amount of revenue: always does the right things, doesn't compromise on our high ethical
- standards in our interactions with each other or external stakeholders, e.g. clients and regulators.

Results focused, open for business enhancement and developing Quintet's name and brand.
Creates a partnership culture within team and between teams to deliver Quintet's overall value proposition to clients.
To work independently and, as required, with Specialist teams within the business to advise on and manage the Investment,

Financial Planning and Lending needs of clients to meet their overall Wealth Management goals and objectives within the scope of
- their declared risk profile.

Contact clients regularly by telephone, letter or in person in order to ensure client's needs are met.
To maintain the highest standards of compliance in keeping with the company's obligations to clients, counterparties and the

regulator.

These standards will be the minimum provided by law but may be extended by company policy.- Ensure all operations affecting clients are carried out in accordance with the FCA rules.

To represent the company and the division to clients, potential clients and introducers of clients at the standard necessary to

develop the business in accordance with strategic and financial objectives.- To reflect and adhere to culture of compliance in all relevant tasks and throughout the company.

To reflect company policy in investment and service levels and to maintain all necessary records in the event of any material deviation.

Knowledge and Experience:

Relevant experience within a wealth management or private banking role within financial services
industry.
Background in investment/asset management, products, wealth planning or other functions.
Has built relationships with a portfolio of clients and prospects, and comfortable networking to
generate revenue.
Familiar with defining the right advisory and investment solutions.
Understands Risk within context of the role and meets the regulatory obligations, as applicable.

Attributes and Qualities:

Creates a partnership culture within teams and collaborates across all other Quintet network to
deliver the overall client proposition.
Works effectively with Group Products & Solutions (GPS) and CIO teams (and other functions) to find
the best solutions.
Supports and encourages others to generate a positive working culture, sharing information cross functions.
Takes a solution oriented approach and challenges the way we do things: "see it, say it, fix it".
Effective communicator (both written and verbal), and good at influencing audiences in person and
presenting to clients.
Resilient, problem solver, effective planner with a partnership approach.

Technical Skills:

Proven threshold competent and operate with a full understanding of Risk within a regulatory framework.

Languages Skills:

Fluent in English