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Financial Prosperity Specialist
2 weeks ago
We are seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our advisory team, you will play a vital role in delivering personalized financial advice to our clients.
You will be responsible for building strong relationships with clients and providing investment advisory services that address their unique needs. This includes conducting thorough reviews to identify personal and financial objectives, developing tailored wealth management solutions, and continuously gathering information to assess potential impacts and identify possible risks and opportunities for the client.
Key Responsibilities:
- Build and develop a portfolio of high net worth clients.
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued open communication with a personalized advisory approach.
- Identify current personal financial needs and discover other financial opportunities, advising on findings.
- Deliver needs-based solutions through effective communication and influencing.
- Conduct market analysis globally and the client's situation to select the correct products and services for those client's needs.
Requirements:
- Certified Wealth Management or Financial Planning qualification required.
- Pre-existing transferable client book of HNI is also required for this role.
- Service-focused with strong numerical and analytical skills and close attention to detail.
- Previous experience in managing high net worth clients is desirable but not essential.
- Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous.
- Trustworthy, financially sound, professional team player with an instinct to deliver top-quality service.
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 your development.
