Bespoke Financial Services Management

1 month ago

London, Greater London, United Kingdom HACKETT & HACKETT INTERNATIONAL GROUP LIMITED Full time

Position:
Bespoke Financial Services Manager

Location:
London, UK

We are seeking a highly skilled and experienced Bespoke Financial Services Manager to join our dynamic team in London.

As a Bespoke Financial Services Manager, you will be responsible for providing tailored financial solutions to our clients, ensuring their financial goals and objectives are met.


Key

Responsibilities:

  • Develop and maintain relationships with clients, understanding their financial needs and objectives
  • Conduct thorough financial analysis and risk assessments to identify suitable financial solutions for clients
  • Create bespoke financial plans and strategies for clients, taking into consideration their risk tolerance, investment goals, and financial situation
  • Monitor and review clients' financial plans regularly, making necessary adjustments to ensure they remain aligned with their goals
  • Provide expert advice on a wide range of financial products and services, including investments, insurance, retirement planning, and tax planning
  • Collaborate with other departments and external partners to deliver comprehensive financial solutions to clients
  • Keep uptodate with industry trends and regulations, ensuring compliance with all relevant laws and regulations
  • Act as a mentor and coach to junior team members, providing guidance and support as needed
  • Participate in business development activities, including networking events and client presentations, to attract new clients and grow the business

Requirements:

  • Degree in Finance, Accounting, or a related field
  • Minimum of 5 years of experience in financial services, with a focus on providing bespoke financial solutions to clients
  • Strong knowledge of financial products and services, including investments, insurance, and retirement planning
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients
  • Proven track record of delivering exceptional customer service and achieving financial targets
  • Strong analytical and problemsolving skills, with the ability to conduct thorough financial analysis and risk assessments
  • Ability to work independently and as part of a team, with a strong sense of accountability and attention to detail
  • Professional certifications such as CFA, CFP, or equivalent are highly desirable
  • Knowledge of relevant laws and regulations, including FCA regulations, is essential

If you are a driven and experienced financial professional with a passion for providing bespoke financial solutions to clients, we want to hear from you.

Apply now to join our team and take your career to the next level. Please contact us via phone call at

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