Puilaetco - A Quintet Private Bank is a leading private bank in the wealth management sector. We are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
As a Client Advisor you will be responsible for building an optimal and appropriate client service and experience, with the aim of achieving the objectives and expectations of the client families we serve. You will be acting as client advisor, leveraging the Puilaetco value proposition axed across core investment solutions and plain vanilla lending. You will be responsible to protect and grow the client's wealth while also making an active contribution to acquire new clients and increase the share of wallet of your existing clients. You will be developing and maintaining sustainable relationships with clients while demonstrating an extensive knowledge of the clients you serve and advise.
Client Relationship Management
Client Acquisition
Investment advice
Risk management
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