Client Advisor

• Acquire new target group clients through the effective use of own network targeting prospects and, together, cross-pitching the BSCo/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
• Results focused, open for business enhancement and developing BSCo's/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
• 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
• 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
• 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

• 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
• Qualified Adviser – Certified as an “Adviser” – subject to the relevant Training & Competency Scheme
• Level 4 as a minimum, Level 6/7 desirable
• Proven threshold competent and operate with a full understanding of Risk within a regulatory framework
• Fluent in English

Additional European language is advantageous

• Values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness
• Opportunity to grow your career while developing personally and professionally through various resources and programmes