Investment Advisor Opportunity
4 days ago
We take pride in our rigorous selection process, which ensures our team delivers unparalleled services in comparison to our competitors. Our team is comprised of UK-qualified financial advisers who share a common goal: excellence. This dedication to quality has earned us a stellar reputation and rapidly expanding global presence.
Your Role
As a Wealth Manager, you will collaborate closely with our marketing, coordination, and paraplanning teams to deliver exceptional client experiences. Your primary responsibility will be to engage directly with clients, assessing and advising them on their medium to long-term financial goals. You will provide personalized guidance, catering to their unique needs across various areas, including Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning. Furthermore, you will have access to our proprietary CRM system, designed to support your success.
Your Qualities
We seek individuals who are passionate about advancing their careers in Financial Services. A strong drive for achievement, excellent communication skills, and a positive attitude are essential. Proficiency in English, experience in sales, and an entrepreneurial spirit are highly valued.
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