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Private Banking Advisor: Affluent Portfolios
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-17
Listing for:
Wesbank
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
Location: Greater London
A leading financial institution in the UK is seeking a Banking Advisor to proactively manage a portfolio of affluent clients. The role involves building trust-based relationships, contributing to service excellence, and supporting profit growth through effective client management and lead generation. The ideal candidate will have 3 to 5 years of relevant sales or service experience and hold the necessary financial qualifications.
This position offers a full-time contract with opportunities for professional development.
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