Wealth Manager
2 weeks ago
Looking for a job that offers flexibility and incredible earning potential? Look no further than SW1 Group We're on the lookout for talented individuals who want to work remotely and on their own terms. Our company is expanding rapidly thanks to our success in fundraising within a booming sector.
Our team of global money-makers raises capital for a UK-based company that funds UK-regulated law firms in litigation financing. Our law firms specialize in cases that fall into just 2 or 3 certain sectors. With over 33,000 cases and zero losses to date, you can rest assured that you're joining a winning team. We only take on cases where there's a 99% chance of winning, and any potential losses are covered by insurance, making it a total win-win situation for everyone involved. In just the past three years, we've raised over 90m GBP through loan notes that pay an incredible 11% per annum for a two-year investment.
So who are we looking for? We need staff with at least 2-3 years of sales experience who are fluent in English and can establish new pipelines of business. If you already have a network of potential investors, even better And if you want to grow your own network of introducers and earn over-rides, we encourage you to apply
The earning potential is incredible - with the ability to earn over 200 USD per year working on your own hours, it's a fantastic opportunity for remuneration.
We provide full training via video, and our ongoing support means you'll never feel alone. Our marketing material is top-notch and includes one of the best marketing videos on the market. With everything you need in one handy pack, you'll be ready to hit the ground running and start making money.
Don't wait to apply Join SW1 Group's global team today.
SW1 Group is looking for an experienced Wealth Manager to join our team in London.
The Wealth Manager will provide our clients with one-on-one advice and services to help them manage and grow their wealth. As part of a leading global financial services firm, the Wealth Manager will possess deep knowledge of investment management, financial planning, and other services related to our clients’ wealth and financial situation.
**In this role, the Wealth Manager will be expected to**:
- Establish and maintain strong relationships with clients to understand their financial and wealth management goals
- Develop customized wealth management plans to meet clients’ needs and recommendations
- Research and provide up-to-date information on financial markets, investment products, and investment strategies
- Help clients assess and manage financial risks associated with their investments
- Monitor performance of clients’ investments and adjust plans as needed
- Educate clients on financial topics and instruments
**Successful applicants must possess**:
- Bachelor's degree in finance, economics, or other relevant field
- 3+ years of experience in a financial or wealth management role or similar level of relevant experience
- Proven knowledge of the financial services industry and financial markets
- Strong analytical and decision-making skills
- Excellent communication, interpersonal, and customer service skills
- Hold valid certifications, such as Investing and Financial Counselor (IFC) or Certified Financial Planner (CFP)
If you believe you’d be a good fit for this role and are eager to join our team, please submit your CV and cover letter. We look forward to hearing from you
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