Sales Position - Wealth Management
A wealth management career with us presents a unique opportunity for dedicated professionals to excel in financial services and achieve their sales aspirations. As an Investment Advisory Wealth Manager, you will be responsible for guiding clients through financial management, leveraging industry-advancements and licenses across multiple countries.
Key Responsibilities:
* Establish and cultivate a client base through personalized advisory services
* Manage client portfolios, maintaining robust communication and trust
* Growing assets under management by identifying financial needs and opportunities
* 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
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