What’s involved?

Also known as Relationship Managers, Client advisers provide specialised services for wealthy individuals, such as portfolio management and estate planning.

The most important parts of the job are building and maintaining long term relationships with clients as well as keeping up-to-date on developments in the financial markets in order to understand and anticipate trends. Client advisers are involved in financial planning and dealing, especially when acting for clients who like to take more of a risk than simply leaving all their money in the bank on deposit. Client advisers will monitor client portfolios and directly execute trades and investments.

In investment banks hours are very long and job security is initially low, although this increases after you’ve been there for one to two years. Atmospheres can be highly competitive and networking skills are important for career progression. Rewards include some of the most generous pay in the finance industry.


If you work in this area you will need to be good at networking and socially outgoing. Clients need to have complete trust in your abilities: this demands that you cultivate a high level of professional skill and competence in a range of different areas, as well as persuasiveness and self-confidence.  You must be prepared to take on a high level of personal accountability.

Routes into

This is a highly competitive area of finance. Successful entrants generally have a business background, such as degrees in business, economics, a masters in finance or an MBA.

Language skills are valued and gaining previous work experience before entering the field is vital. Search for work experience opportunities.

Client advisers can work in private banking & wealth management and investment banking.

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