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Lead Wealth Management Consultant

2 months ago

Norwich, Norfolk, United Kingdom Pure Resourcing Solutions Full time
Join Pure Resourcing Solutions and collaborate with Chadwicks as a Lead Wealth Management ConsultantAbout Chadwicks:Founded in 1996, Chadwicks is a distinguished and award-winning firm located in Norfolk. They specialize in providing expert wealth management services tailored to businesses at various stages of their growth, addressing a comprehensive array of financial concerns. The organization places a high value on cultivating strong client relationships and is deeply committed to community engagement.The Role:We are in search of an experienced Lead Wealth Management Consultant who possesses an extensive knowledge of financial planning, investment methodologies, and wealth management strategies. The ideal candidate will demonstrate exceptional communication skills, strong analytical capabilities, and a sincere dedication to assisting clients in achieving their financial aspirations. This senior-level role necessitates a proven history of effective portfolio management and client advisory services.Main Responsibilities:
  • Establish and nurture profitable relationships with high net-worth individuals.
  • Evaluate clients' requirements and deliver customized financial solutions.
  • Oversee client portfolios and offer proactive investment guidance.
  • Provide high-level financial consultations and solutions.
  • Foster business growth through the acquisition of new clients.
  • Conduct thorough investment assessments and recommendations.
  • Counsel clients on asset allocation, wealth management, and credit options.
  • Comply with all risk management and regulatory standards.
Qualifications and Experience:
  • Bachelor's Degree in Finance or a related discipline.
  • Chartered or Certified professional status.
  • A minimum of 7 years' experience in financial planning and client relationship management.
Key Skills and Competencies:
  • In-depth understanding of investment principles and market dynamics.
  • Familiarity with equity, fixed income, and alternative investment vehicles.
  • Analytical skills to evaluate client needs and suggest appropriate products.