Investment Consultant

6 months ago


Leamington Spa, United Kingdom EH Capital Full time

Overview:
We are seeking a dedicated property Investment Consultant to join our team in providing expert real investment solutions and property portfolio planning advice to our clients. This role offers an exciting opportunity for individuals with a passion for Property and a desire to help clients achieve their financial goals.

**Duties**:

- Conduct in-depth financial consultations with clients to understand their investment objectives and risk tolerance
- Develop personalised financial plans tailored to clients' individual needs and goals
- Provide recommendations on investment products and strategies based on thorough market research and analysis
- Monitor and review clients' investment portfolios regularly to ensure alignment with their financial objectives
- Build strong relationships with clients through effective communication and exceptional customer service

**Skills**:

- Proven experience in sales with a focus on investment management and portfolio planning
- Excellent communication skills, both verbal and written, to effectively convey financial concepts to clients
- Sound knowledge of property investment products.
- Full training provided on our bespoke products.

Join us as an Investment Consultant to make a meaningful impact on our clients' financial well-being through expert advice and tailored investment solutions.

Pay: £20,000.00-£100,000.00 per year

**Benefits**:

- Company events
- Employee discount
- Employee mentoring programme
- Relocation assistance

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus

**Experience**:

- Direct sales: 2 years (preferred)

Work Location: In person

Reference ID: 4979



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