
Career Advancement Opportunities for Experienced Wealth Managers
3 days ago
A seasoned Financial Advisor
Key Responsibilities:
- Deliver exceptional client service by identifying personal and financial needs.
- Develop tailored wealth management solutions through effective communication.
- Analyse markets globally to pick the correct products and services for clients.
- Build continuous AUM by continuously gathering information and assessing potential impacts.
- Provide in-depth reviews to identify personal and financial needs of high net worth individuals.
Requirements:
- Hold a Certified Wealth Management or Financial Planning qualification.
- Have a pre-existing, transferable client book of NRI and/or HNI.
- Be service focused with strong numerical and analytical skills and close attention to detail.
- Have previous experience in managing high net worth clients is desirable but not essential.
- Have an understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- Be trustworthy, financially sound, professional team player with an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can help analyse risks involved in certain investments.
Benefits:
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports development.
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