Client Advisor

Purpose of the Job

Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

We're expanding the team in Manchester and looking for a Client Advisor to join us in Spinningfields. You'll have the opportunity to work with a diverse portfolio of clients, develop meaningful relationships, and be part of a supportive team that puts clients at the centre of everything we do.

Key Accountabilities

• Support the Managing Director in the day-to-day management, servicing and development of an established client book, helping to deliver a consistently high-quality and personalised client experience.
• Develop a strong understanding of each client family’s circumstances, financial position, objectives, investment needs and risk profile, so that advice and service are appropriately tailored.
• Act as a trusted day-to-day point of contact for clients, responding to servicing needs promptly and escalating advice, risk or complex matters to the Managing Director or relevant specialist.
• Attend client meetings, prepare meeting and review materials, accurately record agreed actions and coordinate timely follow-up.
• Support the preparation and delivery of suitable advice, including the gathering and analysis of client information, investment proposals, suitability documentation and client communications, under appropriate supervision and within the role holder’s competence and authorisation.
• Work collaboratively with Investment, Financial Planning, Lending and other specialist teams to help deliver holistic wealth management solutions that meet clients’ objectives.
• Maintain regular and proactive contact with clients to support strong, sustainable relationships and identify opportunities to deepen relationships or address changing needs.
• Support client onboarding, KYC, periodic reviews, suitability and Financial Crime Compliance requirements, ensuring records and documentation are accurate, complete and up to date.
• Support appropriate business development activity, including prospect preparation, client events, referrals and follow-up, while the Managing Director retains primary responsibility for client ownership and origination.
• Collaborate across teams to deliver BSCO’s overall value proposition and positive client outcomes.

Knowledge and Experience

Experience within financial services, banking, wealth management or a client-facing professional environment is desirable.
Experience supporting relationship managers, advisers or client-facing teams would be beneficial.
Demonstrates a genuine interest in investments, financial planning, lending and wealth management.
Ability to build professional relationships and provide a high standard of client service.
Developing understanding of FCA requirements, regulated advice processes and risk management.
Strong organisational skills, attention to detail and willingness to undertake continued professional development.

Attributes and Qualities

Client focused, with a strong commitment to delivering excellent service and good client outcomes.
Collaborative team player who works effectively with the Managing Director, colleagues and specialist teams.
Effective written and verbal communicator, able to explain information clearly and professionally.
Proactive, organised and dependable, with strong attention to detail and follow through.
Demonstrates sound judgement, integrity and the confidence to seek guidance or escalate appropriately.
Resilient, adaptable and motivated to learn, develop and build a long-term career in private banking.

Technical Skills

Qualified Adviser – Certified as an “Adviser” –  subject to the relevant Training & Competency Scheme.                                            
Any regulated advice or activity must be undertaken only within the scope of the role holder’s authorisation, assessed competence and appropriate supervision under the relevant Training & Competence Scheme.
Developing knowledge of investment products, financial planning, lending and wealth management solutions.
Good working knowledge of Microsoft Office and client relationship management systems.

Level 4 as a minimum, Level 6/7 desirable.

Languages Skills

Fluent in English language