High Net Worth Client Manager
2 days ago
We are seeking a talented Senior Financial Advisor to join our team in the UK. In this role, you will be responsible for managing high net worth clients and providing expert advice on financial matters. The estimated salary range for this position is £39,000 - £100,000 (OTE).
About the RoleAs a Senior Financial Advisor, you will be working closely with high net worth individuals to understand their financial goals and develop strategies to achieve them. You will also be responsible for researching and recommending financial products that meet clients' needs.
Key Responsibilities- Develop and implement financial plans for high net worth clients
- Research and recommend financial products such as investments and insurance
- Negotiate with providers to secure the best deals for clients
- Stay up-to-date with financial law changes and market trends
- Recent experience as a Financial Advisor with a strong understanding of finance
- Degree in business management or accountancy services or level 4 qualification
- Exceptional communication and problem-solving skills
- Strong analytical skills and attention to detail
- Competitive base salary £39,000 plus bonus
- Opportunity to earn up to 100,000 OTE
- 20 days holiday plus Xmas period off
- Car parking and supportive colleagues
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