Private Client Manager
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The Private Client Manager based in Cascais, will need to carry out regular, thorough reviews with existing clients, ensuring the original tailored solutions remain appropriate as times and circumstances change. The suitable candidate for the role must be at least Level 4 (Diploma) qualified or international equivalent.
Main Purpose of Private Client Manager (PCM) Role
- Operate as a retail investment adviser in accordance with the rules and guidance of the UK’s Financial Conduct Authority (FCA), and any other regulatory body deemed appropriate by BFWML. - Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as: cash flow management, investment planning, estate management, tax and wills. - Explain and document for clients and prospective clients the types of services that are to be provided, and the services for which they are authorised.
Key working relationships
- Clients, Partners and the administration services.
Key responsibilities/duties
- Establish and record clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. - Guide clients in the gathering of information relevant to the construction of a financial plan, such as
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