Top Asset Management Company is looking for a Senior Wealth Management Advisor to join this growing Company.
Non banking and Insurance experience would be ideal Senior Wealth Management Advisor Salary - 80,000 Euro to 90,000 Euro Responsibilities: Responsible for management of the investment and planning needs of our clients.
A proven ability to take over management of an existing client book and grow it in a supported environment.
Build and foster key relationships with clients or our partners' in relation to client propositions and investment planning.
Develop long term client relationships against plan.
Proactively pursue leads and manage the cross-sell of the Company products and service.
Expert in making decisions and considering the broader and long-term goals and implication for the benefit of our clients and our business.
Organise, attend and participate in staff and client events both in person and online Work closely with other teams to ensure that client accounts are managed in line with client's mandate, objectives, risk profile and timeline.
Engage with diverse client base with confidence and credibility ensuring suitability of products and portfolios.
Data driven analysis to inform decision making, development of new ideas for identifying potential opportunities and new customer segments.
Qualifications And Experience: A minimum of 7 years' experience in Financial Services Proven track record of client relationship management and investment portfolio management Must be QFA, CFP or Registered Representative Examination/Certificate in Stockbroking A Masters/Primary degree or relevant professional qualifications If you are interested in this role, please contact me on or Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates Skills: Wealth Management Insurance Financial Advisor