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: 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.
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