Wealth Management Specialist

19 hours ago

London, Greater London, United Kingdom Gravity Private Wealth Full time
Job Title: Wealth Management Advisor

Gravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing expert financial advice and personalized investment strategies to help clients achieve their financial goals.

Key Responsibilities:
  • Business Development: Originate, manage and maintain a high-net-worth client portfolio, offering comprehensive financial advice, solutions, and services tailored to meet our clients' wealth management needs.
  • Investment Management: Collaborate with the Investment Manager to monitor and review investment performance, providing regular reports and updates to clients.
  • Team Collaboration and Leadership: Collaborate with internal teams to ensure the seamless delivery of products and services to clients, leveraging the firm's resources and expertise.
Requirements:
  • Educational Background: A bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFA, CFP) would be a plus.
  • Work Experience: At least 10 years of experience in wealth management, with significant experience in a leadership role, ideally with international exposure.
  • Client Relationship Management: Proven track record of managing and growing high-net-worth client relationships.
  • Market Knowledge: Strong understanding of financial markets and investment strategies.
  • Leadership Skills: Excellent leadership and team management skills.
  • Communication Skills: Strong communication skills, with the ability to clearly understand clients' financial goals and convey financial concepts effectively.
  • Organizational Skills: Strong organizational skills with the ability to multitask effectively.
  • Professionalism: Ability to handle sensitive information with discretion and maintain a high level of professionalism.
What We Offer:
  • Salary: Competitive salary, commensurate with experience.
  • Bonuses: Performance-based bonus.
  • Career Growth: Opportunities for advancement within the firm, based on performance and contribution to the team's success.

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