Our client, a large independently owned Wealth Manager & Investment Product Provider, is seeking an Investment Consultant to join their team.
The Job
1. Create diversified investment portfolios for HNW / Corporate clients
2. Implement focused and sustainable investment growth strategies for clients
3. Ensure all regulatory and compliance obligations are met
4. Be a key member of the Direct Clients team and help with business development plans
5. Develop organic AUM growth across existing clients
The Candidate
1. 5+ years relevant post qualification experience
2. Proven track record in acquiring new business, sales and relationship management
3. In-depth understanding of investment markets and products
4. QFA qualified; CFP/CFA, or working towards, an advantage
If you are interested in this position, please send a CV in confidence to Alan Bluett at the enclosed address.
Skills:
QFA, CFP, Wealth Management, Pensions, Investments, Financial Advice
Benefits:
Group Life Assurance, Medical Aid / Health Care, Pension Fund, Performance Bonus, Laptop, Mobile Phone, Paid Holidays
#J-18808-Ljbffr