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Asset Management Specialist

2 months 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 and wealth planning.
  • Develop and implement customized financial plans to meet clients' needs and goals.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing expert advice.
  • Collaborate with internal teams to ensure seamless delivery of financial services.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance with industry standards.

Requirements:

  • Full Diploma in financial planning.
  • Demonstrable proven track record of consistent success within your current role.
  • Legal right to work in the UK.
  • Evidence of commitment to previous employers.

What We Offer:

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