- Birmingham based
- Global Private Bank
- First move into a client facing advisory role
For individuals who have achieved their DipFA qualification without the experience of working directly with clients within an advisory capacity it can be tough to secure that first step onto the career ladder.
It is a regular frustration we see within this sector - but how can you get the experience without being given a chance?
BWD Search & Selection are working with a leading Private Bank who are offering this exact opportunity;
- Full responsibility of managing the investment needs of Private Banking clients (average net worth ranging from £500k to £1.2m)
- Work closely with, and receive guidance from, a Senior Wealth Manager who will take an active role in your development.
- Long-term planning to work with HNW clients
This genuinely is a rare opportunity to work within a supportive environment with realistic opportunities to build your career and work with a business who can demonstrate progression for individuals who work hard and are successful.
If you are Level 4 qualified and are working as a Paraplanner or at the beginning of your advisory career do not hesitate to get in touch.