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Senior Wealth Executive
1 week ago
We are currently working with a leading Wealth Management firm who are looking to add a Senior Wealth Executive to their team.
Role Duties include: Responsible for management of the investment and planning needs of our clients.
Build and foster key relationships with clients or the firm's partners in relation to client propositions and investment planning.
A proven ability to grow a client book in a supported environment.
Proactively pursue leads and manage the cross-sell of the firm's products and services.
Expert in making decisions considering the broader and long-term goals and implications for the benefit of our clients and our business.
Requirements Minimum of 5 years' experience, with a proven track record of working with clients, with a good working knowledge of financial products.
QFA, CFP or Registered Representative Examination/Certificate in Stockbroking, or be prepared to sit the same within a reasonable time frame.
A Masters / Primary degree or relevant professional qualification.
Knowledge of and a strong interest in the international investment environment.
The ability to gain the trust and confidence of both clients and colleagues.
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.
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