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International Investment Expert
1 week ago
WORLD WIDE IMMIGRATION SERVICE LLP is seeking a highly motivated and experienced Senior Wealth Advisor to join our team. The successful candidate will have a proven track record in financial planning and investment advisory, with a strong focus on client relationship management and portfolio management.
About the Role:
This is an excellent opportunity for a seasoned professional to take their career to the next level and contribute to the growth of our company. As a Senior Wealth Advisor, you will be responsible for generating new business through prospecting, referrals, and networking within the community and industry, while maintaining and growing an active client base by identifying opportunities for cross-selling additional products and services.
Key Responsibilities:
- Generate new business through prospecting, referrals, and networking within the community and industry.
- Maintain and grow an active client base by identifying opportunities for cross-selling additional products and services.
- Develop and implement strategies to meet or exceed sales targets, both for individual and team goals.
- Stay current on industry trends, regulatory changes, and new financial products to provide clients with up-to-date and compliant advice.
Requirements:
To succeed in this role, you will need:
- A strong understanding of financial markets, economic conditions, and investment opportunities
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
In return for your expertise, we offer a competitive compensation package, ongoing training and development opportunities, and the chance to work with a dynamic team.