Associate Wealth Adviser

About the Role
We are seeking a motivated and client-focused Associate Wealth Adviser to manage a defined portfolio of private clients and deliver high-quality financial advice and wealth management services. The successful candidate will support clients across investments, banking, wealth planning, and lending solutions while ensuring compliance with applicable regulatory standards. This role offers the opportunity to develop advisory expertise, strengthen client relationships, and contribute to portfolio retention and growth within an established international wealth management business.

Key Responsibilities
Client Relationship Management

• Manage and service an assigned portfolio of private clients.
• Build trusted relationships through proactive communication and personalised financial advice.
• Deliver high-quality client service across investments, banking, wealth planning, and lending.
• Identify evolving client requirements and recommend appropriate financial solutions.
• Support client retention, asset consolidation, and portfolio development.
• Refer complex or higher-value client requirements to senior advisers when appropriate.

Financial Advisory & Wealth Management

• Provide financial, investment, and lending advice aligned with individual client needs.
• Prepare suitability reports, financial recommendations, and client communications.
• Assist clients in understanding available investment and wealth management solutions.
• Support the transition of clients to senior advisory segments as their financial requirements become more sophisticated.
• Maintain accurate client records and documentation in accordance with internal and regulatory requirements.

Compliance & Risk Management

• Ensure all financial advice complies with applicable regulatory requirements and internal policies.
• Maintain high standards of professional conduct, client suitability, and risk awareness.
• Keep up to date with regulatory developments, financial markets, and relevant investment products.
• Ensure client servicing and advisory activities are completed accurately and within required timelines.

Collaboration & Professional Development

• Work closely with Wealth Advisers, Senior Wealth Advisers, administrative teams, and product specialists.
• Contribute to efficient client service delivery and positive client outcomes.
• Continuously develop technical knowledge and financial advisory capabilities.
• Maintain relevant professional qualifications and complete ongoing professional development requirements.
• Progress towards higher-level advisory qualifications where applicable.

Candidate Requirements

• Experience within private banking, wealth management, financial advisory, or regulated financial services.
• Demonstrated ability to manage client relationships and deliver appropriate financial advice.
• Good understanding of investment products, financial markets, wealth planning, and lending solutions.
• Knowledge of regulatory requirements, client suitability, and governance standards.
• Strong interpersonal and communication skills with a client-focused approach.
• Commercial awareness and ability to identify appropriate opportunities for portfolio development.
• Excellent organisational skills, attention to detail, and ability to manage multiple priorities.
• Proficiency in CRM systems, financial planning tools, and Microsoft Office.
• Ability to work independently while contributing effectively to a wider advisory team.

Qualifications

• Essential: RDR-compliant financial advice qualification, minimum Level 4.
• Desirable: CeMAP or equivalent regulated lending qualification.
• Commitment to ongoing professional development and maintenance of relevant regulatory qualifications.

The Opportunity
This position offers the opportunity to develop a long-term career within an established international private banking and wealth management organisation. The successful candidate will gain exposure to a broad range of wealth management solutions, work alongside experienced advisers, and further develop their technical and client advisory expertise.