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Wealth Management Consultant

2 months ago

Whiteley, Hampshire, United Kingdom Premier Jobs UK Limited Full time
Position Overview
This role as a **Wealth Management Consultant** offers the chance to manage an established portfolio exceeding **£15 million**.


As a Wealth Management Consultant, you will assume the responsibility of overseeing clients' financial strategies while fostering a robust and ongoing relationship.

Your focus will be on identifying new revenue streams and business prospects to enhance the portfolio.

Additionally, you will receive warm leads to assist in your client engagement efforts.

Key Responsibilities:
  • Manage and nurture existing client relationships.
  • Identify and pursue new business opportunities.
  • Develop tailored financial plans to meet client needs.
  • Maintain a high level of client satisfaction and trust.

Qualifications:
  • Proven experience in financial advisory or wealth management.
  • Strong interpersonal and communication skills.
  • Ability to work independently and as part of a team.

Join **Premier Jobs UK Limited** and take the next step in your career.