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Join our client’s team as a Wealth Management Advisor!
Our our client, a leading independent digital private investment bank and asset management organization, they take pride in delivering top-notch, professional advice to expatriate clients and investors worldwide.
With over 100,000 clients globally and more than $12 billion under our guidance, they’re trusted by renowned entities like Workplace Solutions (WPS), serving as the designated pension advisor for prestigious institutions such as the BBC, Rolls Royce, London Stock Exchange, Total, UK Parliament, and many others.
Their track record speaks volumes, with numerous accolades from industry peers and a business model that consistently expands, both vertically and horizontally, to maintain their industry leadership position.
They’re now expanding their team and seeking independent Wealth Management Advisors, preferably with existing client portfolios, who are eager to offer international financial products ranging from regular savings and bonds to our cutting-edge, app-based investment solutions, including VC funds and lump-sum investment products.
What they offer:
- A dynamic, fast-paced environment recognized for its inclusivity, learning opportunities, and collaborative spirit.
- The opportunity to work with the world’s most innovative products and technology.
- Ongoing training and development to enhance your skills and advance your career.
- A lucrative compensation structure across all products.
- Comprehensive support including compliance, administration, CRM, and marketing assistance.
- Remote and hybrid work options for professionals looking to expand their international product portfolio offerings to clients in various sectors, including International FinTech, Financial Services, Finance Sales Business Development, Structured Finance, and Pensions Products.
The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial objectives.
Responsibilities:
- Provide financial planning support to clients.
- Assist investment professionals in building client relationships.
- Prepare accurate financial plans.
- Advise clients on the most suitable financial solutions for their medium to long-term goals.
Qualifications:
- 2+ years of industry experience.
- Strong understanding of the investment business.
- Excellent interpersonal skills.
- Native or business-level proficiency in spoken and written English is required.
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.