
Effective Wealth Managers Wanted
3 days ago
At a leading wealth management firm, we strive to make a positive impact on clients' financial well-being.
As a qualified wealth manager, you will have the opportunity to support individual clients with financial management.
You will be responsible for building solid relationships with clients and assisting them in making informed decisions by providing investment advisory services that combine other financial services to address their needs.
We take a comprehensive approach to meet the complex needs of each client, providing a trusted advisory service. You will have access to licenses across multiple locations, allowing you to deliver personalized advice on personal wealth across various products and services.
Skill Requirements:
- A certified wealth management or financial planning qualification is essential.
- A pre-existing, transferable client book of NRI and/or HNI is required.
- Strong numerical and analytical skills with close attention to detail are necessary.
Your responsibilities will include managing and supporting a portfolio of clients, building strong and trusting relationships, and maintaining continued strong communication with a personalized advisory approach.
You will continuously gather information to assess potential impacts and identify possible risks and opportunities for your clients. A sound judgment skill and attention to detail can help you analyze the risks involved in certain investments.
We offer numerous career opportunities and progression, including further chartered qualifications relevant to the industry. Our competitive commission structure ensures that you will be rewarded for your hard work.
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