Our client is looking for a client advisor to join their Jersey Private Clients team to:
• Build, establish and grow client relationships, with a focus on the local Fiduciary market
• Provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• Have a plan to develop the client book with measurable outcomes
• Keep accurate and up-to-date records on client investor profiles
• Take a strategic view of clients’ investments and closely monitor their portfolio quality
Your expertise
• Experienced client advisors with proven track record and focus within the trust market (10+ years)
• Minimum RDR level 4 relevant qualification, but preference for level 6
• Strong network and a firm grasp of the Jersey market and regulatory frameworks
• An excellent communicator