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Asset Management Specialist

2 months ago

Woking, Surrey, United Kingdom Resource Matters Ltd Full time

Job Title: Asset Management

Company: Resource Matters Ltd

Job Type: Full-time

Location: Home-based

About the Role:

We are seeking a highly skilled and experienced Asset Management professional to join our team. As an Asset Management Specialist, you will be responsible for providing tailored holistic financial advice products and services to high net worth clients.

Key Responsibilities:

  • Develop and implement financial plans that meet the needs of our clients
  • Provide ongoing financial advice and guidance to clients
  • Work closely with our clients to understand their financial goals and objectives
  • Collaborate with our team to develop and implement new financial products and services
  • Stay up-to-date with industry trends and developments to ensure our clients receive the best possible advice

Requirements:

  • Full Diploma in financial planning
  • Proven track record of success in a similar role
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • 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)

How to Apply:

If you are a motivated and experienced Asset Management professional looking for a new challenge, please submit your CV and a cover letter outlining your experience and qualifications.