successfactors
Client Advisor
Quintet Private Bank
Manchester, GBR
Mid
Onsite
Discovered 2 weeks ago
Full Job Posting
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
Qualifications
- 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
About Quintet Private Bank
Banking1650 employeesFounded 1949
Privately owned Luxembourg-headquartered private bank serving wealthy individuals, families, and institutional clients across Europe and the UK.
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