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Senior Wealth Consultant - Stevenage

SectorsAccount Manager, Bancassurance, IFA/Independent Adviser, Investment Adviser, Sales, Tied & Multi Sales, Wealth Manager
Salary£40,000 to £50,000 per annum
LocationsBuckinghamshire, Essex, Hertfordshire, London, Oxfordshire
Contract TypePermanent


 Senior Wealth Consultant - Stevenage

 Basic to £50,000 + full benefits package + bonus


 Our client is one of the UK’s largest banks; they are currently seeking a Senior Wealth Consultant to cover the Hertfordshire area.


 The role will be to manage the relationship with a portfolio of high value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and deepen relationships with a portfolio of Private Clients. The Consultant is a key role within the Bank and in the role you will be advising the banks high network clients providing appropriate advice and building lasting relationships. Working closely with the Relationship Managers to plan and manage activities to generate new business you will therefore require a degree of relationship management skills.

 The type of candidate they are looking for must meet the following criteria:

 Experience working in relevant environment/s, i.e. Wealth Management, Financial Planning, dealing with high net worth clients via a range of channels

 Excellent relationship building skills.

 A track record of meeting and exceeding sales targets.

 Able to demonstrate being a top quartile performer.

 Diploma qualification.

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