Investment Advisor
2 weeks ago
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.
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.
Company Info
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