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Our client is on the lookout for ambitious professionals to join their Wealth Management team as they undergo expansion. They seek individuals eager to learn, grow, and forge a prosperous career in their rapidly expanding sector. The ideal candidates will be adept at presenting investment opportunities to potential clients.
Key Responsibilities:
- Conduct thorough market research on demographics, client needs, and country-specific trends to ensure each client interaction adds significant value.
- Manage a blend of new business development and existing client relationships within a designated territory.
Successful candidates will receive:
- Access to a premier learning and development platform aimed at fostering professional growth and acquiring qualifications.
- Comprehensive induction training facilitating the transfer of existing skills and experience.
- Personal mentorship from seasoned wealth managers renowned worldwide.
- Daily training sessions led by assigned managers focusing on sales techniques, client relationship management, and wealth management strategies, ensuring continuous professional advancement.
- Industry-leading rewards, incentives, and uncapped, tax-free earning potential.
- Utilization of cutting-edge, proprietary in-house products and fintech services, as well as access to a wide array of global funds through reputable institutions and investment banks.
Requirements:
- Have EU passport or residence and/or Spanish NIE card.
- Demonstrated success in wealth management or financial advisory roles.
- Efficient time management skills with a capacity for autonomous work.
- Strong communication abilities enabling effective engagement with diverse individuals.
- High levels of ambition and a drive to achieve success.
- Proactive approach to performance, taking ownership of outcomes.
Preferred Experience:
- Background in fields such as property, real estate, asset management, fintech, banking, foreign exchange (FX), wealth management, business development, sales, or investment banking would be advantageous.
Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations