Financial Services Specialist
3 settimane fa
We are seeking a skilled Financial Services Specialist to join our team at Prestige Ifa Jobs. As a Financial Services Specialist, you will be responsible for providing personalized advisory services to clients, fostering trust and maintaining robust communication channels.
Your role will involve cultivating and expanding a client base focused on wealth management (B2C), enhancing assets under management by identifying financial needs and opportunities, and delivering tailored solutions.
Key Responsibilities:
- Cultivate and expand a client base focused on wealth management (B2C).
- Provide personalized advisory services to clients, fostering trust and maintaining robust communication channels.
- Enhance assets under management by identifying financial needs and opportunities, delivering tailored solutions.
Required Skills:
- 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.
Company Benefits:
- Opportunities for industry-relevant chartered qualifications.
- Diverse career paths and advancement prospects.
- Competitive commission-based bonuses.
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