Wealth Management Professional

7 days ago


Winchester, Hampshire, United Kingdom Resource Matters Ltd Full time

Job Title: Asset Management Specialist

Job Summary: We are seeking a highly skilled Asset Management Specialist to join our team at Resource Matters Ltd. As an Asset Management Specialist, you will be responsible for providing tailored financial advice to high net worth clients, helping them achieve their financial goals.

About the Role:

  • Provide holistic financial advice to clients, including investment management, retirement planning, and estate planning.
  • Develop and implement customized financial plans to meet clients' unique needs and goals.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing ongoing support and guidance.
  • Stay up-to-date with market trends and regulatory changes, ensuring clients receive the best possible advice.
  • Collaborate with internal teams to ensure seamless delivery of financial services.

Requirements:

  • Full Diploma in financial planning.
  • Demonstrable proven track record of consistent success within your current role.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong analytical and problem-solving skills.

What We Offer:

  • Competitive basic salary.
  • Uncapped quarterly bonuses.
  • Annual bonuses.
  • Full home office set-up.
  • Pension scheme.
  • 25 days holiday (excluding bank holidays).


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