Banking advisor Work, Jobs in Sidcup, Gtl (with Salaries)

Client Advisor
Henley & Partners —London
- Sales
- Marketing
- English
Client Partner (New Business) – Banking & Financial Markets
CGI —London
- Full-time
- Sales
- Negotiation
Quick apply
Associate
Finance Earth —London
- £44,000 - £55,000 a year
- English
- Microsoft Office
- Analysis skills
- Life insurance
Senior Customer Service Advisor
Barclays —Harlow
- £27,700 a year
- Weekend availability
- Customer service
- Administrative experience
- Banking
- Life insurance
Enterprise Account Executive - Energy & Utilities
Anthropic —London
- £280,000 - £330,000 a year
- Hybrid work
- Sales
- Bachelor's degree
- AI
- Flexible schedule
Head of Banking
Faculty —London
- Full-time
- Hybrid work
- Mentoring
- AI
- Banking
- Annual leave
Associate Relationship Manager - Mid Corporate London
Lloyds Banking Group —London
- £48,987 - £54,430 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Financial services
4d
Enterprise Account Executive - CPG
Anthropic —London
- £280,000 - £330,000 a year
- Hybrid work
- Sales
- Bachelor's degree
- AI
- Flexible schedule
Implementation Manager - Spend
Airwallex —London
- £85,000 - £120,000 a year
- Full-time
- Hybrid work
- Oracle
- PMP
- ERP systems
Analyst/Associate, Corporate Credit
Marathon Asset Management, LP —London
- £75,000 - £130,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Life insurance
Senior Director, Global Controls and Obligations Management
Airwallex —London
- £220,000 - £320,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Banking
Sales Manager, Nonprofit & Education, EMEA
Anthropic —London
- £280,000 - £330,000 a year
- Hybrid work
- Sales
- English
- Presentation skills
- Flexible schedule
Customer Service Advisor
Veetec Motor Group —Enfield
- £24,000 - £25,000 a year
- Full-time
- Customer service
- Driving
- In-person
- Referral programme
Quick apply
Structured Investments Operations - Trading Services Analyst
JPMorganChase —London
- Full-time
- Microsoft Excel
- Microsoft Office
- SQL
Client Services Advisor
Savvy Loan Products Ltd —Gravesend
- From £24,785 a year
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Administrative experience
- Work from home
Quick apply
10d
Investment Banker, Greentech Industrials & Infrastructure, Senior Analyst - Junior Associate
Greentech —London
- Analysis skills
- Accounting
- Banking
Financial Analyst
NextStep —London
- £55,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
Quick apply
Financial Controller
North Air —Reigate
- Up to £90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply
2d
Private Wealth Management, Financial Analyst, Analyst, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Employee assistance programme
Procurement Lead
Cynergy Bank —London
- £110,000 a year
- Hybrid work
- Analysis skills
- Continuous improvement
- Communication skills

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Client Advisor

Henley & Partners -
London

Apply Now

Job details

Qualifications

Economics
Sales
Marketing
English
Microsoft Office
Master's degree
Business development
Analysis skills
Bachelor's degree
Conversion optimisation
Business
Communication skills
Banking
Negotiation

Full job description

An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.

Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions.

Key responsibilities

Promote the services and solutions offered by Henley & Partners
Research, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospects
Actively grow the existing contact database to identify new value creation opportunities
Develop new business leads with maximized conversion rates
Provide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are met
Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
Collaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journey
Meet and exceed the assigned jurisdictional annual sales targets
Maintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospects
Keep detailed notes on prospect and client interactions, with full and effective use of the firm’s CRM system
Represent the firm at industry events and conferences worldwide

Essential skills

Experience in client-facing investment, insurance, private banking, wealth management, or sales
Exceptional written and verbal communication skills in English to engage with and present to industry stakeholders, with the ability to create and prepare proposals
Collaborative approach to build enduring relationships and influence in a positive manner
Excellent negotiation and persuasion skills, including exercising tact and diplomacy at all times
Strong research and strategic analysis skills and a high competency in the Microsoft Office suite; experience in CRM is ideal
Ability to collect data required to prepare an accurate analysis of the client and offer the most suitable solutions
Ability to be a positive representative of Henley & Partners and its brand in the marketplace and at industry events and conferences

Desirable skills

Undergraduate degree in business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage
Five years of experience in client-facing investment, insurance, private banking, wealth management, or sales
Knowledge and experience in the investment migration industry (residence and citizenship by investment)
Strong international networks that allow for business development
Knowledge of the local language and local experience will be considered advantages

Apply Now

Refine Your Search

banking advisor jobs in sidcup, gtl

Client Advisor

Client Partner (New Business) – Banking & Financial Markets

Associate

Senior Customer Service Advisor

Enterprise Account Executive - Energy & Utilities

Head of Banking

Associate Relationship Manager - Mid Corporate London

Enterprise Account Executive - CPG

Implementation Manager - Spend

Analyst/Associate, Corporate Credit

Senior Director, Global Controls and Obligations Management

Sales Manager, Nonprofit & Education, EMEA

Customer Service Advisor

Structured Investments Operations - Trading Services Analyst

Client Services Advisor

Investment Banker, Greentech Industrials & Infrastructure, Senior Analyst - Junior Associate

Financial Analyst

Financial Controller

Private Wealth Management, Financial Analyst, Analyst, London

Procurement Lead

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