Investment Advisor

2 weeks ago


London, United Kingdom Marketing Leads UK Ltd Full time

68 broker jobs currently online. 16459 CVs currently online.

Alternative, Bonds / Fixed Income, Private Equity, Property

Location:

London

Agency / Employer:

Direct Employer

Job ID:

77757

Posted:

09/02/2024

Employment Type:

Full-time

Basic Salary: OTE: Job Description:

My client is a leading financial services firm dedicated to providing personalized investment advice and wealth management solutions to individuals, families, and businesses. 

 

Position Overview:

They are seeking a dynamic and knowledgeable Investment Advisor to join the team. The ideal candidate will have a strong background in business development, excellent communication skills, and a passion for helping clients navigate the complexities of the financial markets. As an Investment Advisor, you will be responsible for closing new business over the phone.

 

Responsibilities:

  • Conduct in-depth financial analysis to assess clients' current financial situations, investment goals, and risk tolerance.
  • Contact inbound leads and introduce the companies products to them.
  • Close deals over the phone and face to face.
  • Stay informed about market trends, economic indicators, and regulatory changes to provide timely and relevant investment advice to clients.
  • Cultivate and maintain strong relationships with clients through regular communication, proactive outreach, and exceptional service.
  • Actively participate in business development activities, including client prospecting, networking events zoom meeetings.

Qualifications:

  • Minimum of two years of experience in financial services, with a focus on closing sales over the phone.
  • Proven track record of building and managing client relationships, with a strong commitment to client service excellence.
  • Deep understanding of investment products, asset classes, and financial markets.
  • Excellent communication skills, including the ability to explain investment concepts and strategies in a clear and concise manner.
  • Demonstrated ability to work independently and collaboratively in a fast-paced, team-oriented environment.
  • Commitment to upholding ethical standards and regulatory compliance in all aspects of the investment advisory process.
Investment Advisor Role: Broking Sector: Alternative, Bonds / Fixed Income, Private Equity, Property Location: London Agency / Employer: Direct Employer Job ID: 77757 Posted: 09/02/2024 Employment Type: Full-time Basic Salary: £24,000 OTE: £80,000.00 Job Description:

My client is a leading financial services firm dedicated to providing personalized investment advice and wealth management solutions to individuals, families, and businesses. 

 

Position Overview:

They are seeking a dynamic and knowledgeable Investment Advisor to join the team. The ideal candidate will have a strong background in business development, excellent communication skills, and a passion for helping clients navigate the complexities of the financial markets. As an Investment Advisor, you will be responsible for closing new business over the phone.

 

Responsibilities:

  • Conduct in-depth financial analysis to assess clients' current financial situations, investment goals, and risk tolerance.
  • Contact inbound leads and introduce the companies products to them.
  • Close deals over the phone and face to face.
  • Stay informed about market trends, economic indicators, and regulatory changes to provide timely and relevant investment advice to clients.
  • Cultivate and maintain strong relationships with clients through regular communication, proactive outreach, and exceptional service.
  • Actively participate in business development activities, including client prospecting, networking events zoom meeetings.

Qualifications:

  • Minimum of two years of experience in financial services, with a focus on closing sales over the phone.
  • Proven track record of building and managing client relationships, with a strong commitment to client service excellence.
  • Deep understanding of investment products, asset classes, and financial markets.
  • Excellent communication skills, including the ability to explain investment concepts and strategies in a clear and concise manner.
  • Demonstrated ability to work independently and collaboratively in a fast-paced, team-oriented environment.
  • Commitment to upholding ethical standards and regulatory compliance in all aspects of the investment advisory process.
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