Netwealth is a London based modern wealth management company that provides a tailored and cost-effective discretionary portfolio management service. Founded in early 2016 by Charlotte Ransom and Thomas Salter, former Goldman Sachs and JP Morgan executives, Netwealth combines a highly experienced investment team with powerful financial technology. The company provides a discretionary portfolio management service targeting mass-affluent and high net worth private clients across the UK.
Clients can choose their portfolios online based on their financial goals, supported by a set of powerful financial tools or speak with qualified financial advisers to consider their circumstances and objectives.
The company is growing fast, and we are looking to add key members to the team to meet ongoing client demand.
As a member of the Advisory Team the associate client adviser will work closely with Client Advisers and Senior Client Advisers to analyse clients' portfolios, their circumstances and requirements. They will also assist with identifying potential clients, their on-boarding and the management of the ongoing relationship with them. They will report to the Head of Client Advisory and the role is based in the London office.
Please email us your CV and any other relevant information: