Wealth & Investment Specialist | Bedfordview
Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?
Our client aspires to lead wealth & offshore management into a future of professionalism and success for their advisors & clients.
People who have a passion for the Wealth Management industry and who aspire to be leaders in their profession should apply for this role.
Character & Personality Traits for this Role:
Professional individuals who possess a high level of communication
Undeniable Work Ethic
High level of professionalism and confidentiality
Wealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customised financial planning for high net worth & wealth clients.
Advanced communication (English business language)
3 – 4 years sales experience (financial services / wealth management would be a distinct advantage)
Attending client meetings
Protect, secure and grow clients' wealth by providing independent, expert offshore financial advice,retirement planning, estate planning and tax planning
Assessing client needs by conducting in-depth financial needs analysis
Executing highly customised solutions to meet client’s financial needs
Regular servicing of clients
Sourcing prospective clients and referrals
Meeting activity and sales targets
Reviewing and responding to clients changing needs and financial circumstance