Financial Services Professional
1 settimana fa
At Prestige IFA Jobs, we're seeking a talented Financial Services Professional to join our team. As a Wealth Management Specialist, you'll have the opportunity to work with a diverse range of clients, providing personalized advisory services and tailored investment solutions. With a strong focus on client relationships and a commitment to excellence, you'll be an integral part of our team's success.
Key Responsibilities:
- Develop and maintain a client base focused on wealth management.
- Provide expert advice and guidance on investment strategies and financial planning.
- Conduct comprehensive client reviews to identify financial needs and opportunities.
- Employ a consultative approach to understand clients' goals and deliver customized solutions.
- Stay up-to-date with market trends and client dynamics to offer informed advice and product selection.
Requirements:
- Bachelor's degree or equivalent experience in business, finance, economics, or management.
- Strong service orientation, numerical acumen, and attention to detail.
- Aspiration for or possession of UK level 4 advisory qualification.
- Prior experience with high-net-worth clients preferred but not mandatory.
- Familiarity with investment, offshore, fintech, bond, or pension products advantageous.
- Integrity, professionalism, and collaborative spirit coupled with a drive for excellence.
- Sharp analytical skills and risk assessment capabilities.
- Demonstrated track record in financial sales.
- Ambition, goal orientation, and resilience.
Company Benefits:
- Opportunities for industry-relevant chartered qualifications.
- Diverse career paths and advancement prospects.
- Potential for geographical mobility.
- Competitive commission-based bonuses.
- Comprehensive individual and team training programs.
- Engaging client and employee events.
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