Financial Adviser - Inherit a book of HNW Clients!
Core
Service an existing book of high-net-worth clients and grow the book through new client referrals.
Role type
Senior financial adviser (HNW clients)
Builds
Client relationships and financial advice solutions
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advice expertise, high-value client presentation, client discovery, trust building, goal analysis
Preferred skills
Referral network development
Responsibilities
Engage and service a strong book of clients, Conduct discovery meetings with prospective clients, Guide clients through the decision to engage with the business
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