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:
1. Responsible for management of the investment and planning needs of our clients
2. Build and foster key relationships with clients or the firms partners’ in relation to client propositions and investment planning
3. A proven ability to grow a client book in a supported environment
4. Proactively pursue leads and manage the cross-sell of the firms products and service
5. Expert in making decisions considering the broader and long-term goals and implication for the benefit of our clients and our business
Requirements
6. Minimum of 5 years’ experience, with proven track record of working with clients, with a good working knowledge of financial products
7. QFA, CFP or Registered Representative Examination/Certificate in Stockbroking, or be prepared to sit same within a reasonable time frame
8. A Masters / Primary degree or relevant professional qualification
9. Knowledge of and a strong interest in the international investment environment
10. The ability to gain the trust and confidence of both clients and colleagues