Job Description
Seeking Investment Advisory Wealth Managers to oversee diverse portfolios and provide personalized financial advice to clients.
Our esteemed client, a company committed to sustainability and enriching the lives and financial well-being of their clientele, is dedicated to ongoing expansion. They offer a unique opportunity to work with a dynamic team, fostering learning and development, and emphasizing the pivotal role of training in career growth.
The company's culture thrives on ambition and continuous growth, welcoming individuals eager to learn and evolve alongside them. As a Wealth Manager, you'll have the chance to guide numerous clients in financial management, leveraging licenses across multiple countries and cutting-edge industry advancements.
Key Responsibilities:
- Establish and cultivate a clientele base through personalized advisory services.
- Manage client portfolios, maintaining robust communication and trust.
- Grow assets under management by identifying financial needs and opportunities.
- Conduct thorough client reviews to deliver tailored wealth management solutions.
- Provide needs-based solutions through effective communication and influence.
- Continuously assess potential impacts and identify risks and opportunities.
- Analyze global markets and client situations to recommend suitable products and services.
- Offer individualized advice on various financial products, ensuring compliance with all relevant requirements.
- Fulfill general administrative duties as needed.
Required Skills:
- Degree or equivalent experience, preferably in business, finance, economics, or management.
- Strong numerical and analytical skills with keen attention to detail.
- UK level 4 advisory qualification or willingness to achieve.
- Experience with high net worth clients preferred.
- Knowledge of investment products such as lump sum investments, offshore investments, fintech, bonds, or pension products advantageous.
- Trustworthy, professional team player with a commitment to quality service.
- Sound judgment skills and attention to detail in risk analysis.
- Proven track record in financial sales.
- Ambitious, target-driven individual with a hunger for success.
Company Benefits:
- Opportunity for further industry-relevant qualifications.
- Diverse career opportunities and pathways for progression.
- Potential for location transfers.
- Competitive commission bonus structure.
- Comprehensive individual and team training programs.
- Client and employee engagement events.