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Our client’s not your average company – they’re all about sustainability, recognition, and making a real impact on people’s lives and wallets. And guess what? They’re on the lookout for Investment Advisory Wealth Managers who want to ride along on their journey of growth.
They’re big on training, career progression, and you get the opportunity to grow with the business. Their CEO’s big on training too – it’s the cornerstone of what they do. They’ve built a very close culture where they’re all about supporting your own personal career goals.
They’re all about hard work and helping their team succeed while making some serious career moves. This group is ambitious, always growing, and they’re on the hunt for folks who want to learn and evolve with them.
Their main offering? Delivering personalized, independent financial advice to each client. As a Wealth Manager, you’re there to help individual clients navigate their finances. With licenses in different countries, you can plan across borders and tap into some top-notch industry tech to support your clients.
Your job? Build solid relationships, help clients make smart money moves, and basically, be their financial superhero. You’ll be digging deep into what each client needs, then crafting a custom strategy using all sorts of financial products and services. They’re all about taking a holistic approach to meet every client’s needs.
Key Tasks:
- Grow and manage a bunch of wealth management clients.
- Keep those client relationships strong with personalized advice and regular chats.
- Help grow those assets under management (AUM) by spotting financial needs and suggesting solutions.
- Dive into client reviews to really get what they’re after and offer up tailored wealth management.
- Push for solutions that fit, keeping clients in the loop and feeling good.
- Keep an eye on the market and your client’s situation to make the right calls on products and services.
- Dish out advice on everything from Lump Sum Investments to Global Funds – you name it.
- Stay on top of rules and regulations while keeping up with what’s new in the industry.
What You Need:
- A degree or some solid experience, especially in business, finance, or management.
- Good with numbers, sharp-eyed for detail, and love crunching data.
- UK level 4 advisory qualified or ready to get there.
- Maybe you’ve worked with high net worth clients before, but if not, no problem.
- Know your stuff when it comes to investments, bonds, or pensions.
- Trustworthy, professional, and a team player who’s all about top-notch service.
- Got a good head for risks and can spot a good investment from a mile away.
- If you’ve got a knack for sales, that’s a plus.
- You’re all about reaching those goals and making things happen.
Perks:
- Get industry-level qualifications that make you stand out.
- Loads of career options and chances to switch things up.
- A clear bonus structure to keep you motivated.
- Training for you and your team to help you grow.
- Plus, fun events for you and the clients.
Please note: This position would typically suit both experienced and qualified IFA candidates ideally with residence and experience in Budapest. 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