×
Register Here to Apply for Jobs or Post Jobs. X

Private Client Adviser: Wealth Planning & Service

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: Swiss Life
Full Time position
Listed on 2026-07-19
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 40000 - 65000 GBP Yearly GBP 40000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Adviser: Ongoing Wealth Planning & Service

Chase de Vere is seeking a Private Client Adviser to service an established client bank with a focus on ongoing financial planning and exceptional service. You will conduct meetings, maintain client files, and work with operations to ensure optimal outcomes for clients.

You will develop your technical knowledge through our development scheme and regulatory standards, delivering tailored advice and supporting business initiatives with accuracy and care.

#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary