Wealth Advisor

Job Description

  • Sharing client relationship management accountabilities with the Private Bankers and educating on technical wealth advisory matters to be presented to the client base
  • Aiding the Senior Wealth Advisors in providing innovative, creative solutions to a broad range of cross border estate planning client requirements
  • Sourcing opportunities for Wealth Planning products /services and facilitating introductions to regulated Wealth Planners as appropriate
  • Leading the risk management agenda, assisting Financial Crime colleagues with technical structural/onboarding questions
  • Attending regular meetings and engagement with the Bank’s clients, directly contributing to revenue generation, and seeking Net New Assets (NNA)
  • Seeking new business opportunities from the Private Bankers and progressing all leads through to completion of sale
  • Assisting with the evolution and enhancement of the regulated Wealth Planning product set working closely with the Head of the PBWM Insurance & Pensions team
  • Assisting and contributing to the KBI /Business Development strategy with independent trust companies, private client lawyers and tax accountants

What We’re Looking For

  • A proven track record in the financial services industry, legal profession, or within the field of provision of advice or services to personal clients internationally and/or within Saudi Arabia
  • Technical skills in the tax arena acquired through experience working for private client law /accountancy firms and /or in a Group Tax environment
  • Sound academic background, holding relevant technical and professional qualifications, with post qualified experience within the private client arena
  • A qualified Solicitor or Accountant and will be a member of an appropriate professional body e.g., STEP

Skills That Will Help You In The Role

  • Great interpersonal skills
  • The ability and competency to forge and maintain relationships with colleagues and Key clients
  • Multi-jurisdictional international cross border tax /legal experience