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Private Wealth Advisor High-Net-Worth Clients

Job in Milton Keynes, Buckinghamshire, MK1, England, UK
Listing for: City Elite Transaction Services Ltd
Full Time position
Listed on 2026-07-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 90000 GBP Yearly GBP 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Private Wealth Advisor for High-Net-Worth Clients

City Elite Transaction Services Ltd is partnering with a major UK bank to hire a Corporate & Commercial Wealth Advisor. You will manage a portfolio of affluent clients, provide regulated investment advice, and collaborate with colleagues across private client and business banking teams.

The role emphasizes relationship building, staying informed on markets, and delivering first-class financial planning. A Level 4 investment qualification is required, with proven experience in wealth planning for

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