Financial Services Senior Associate: Portfolio Growth Specialist
5 days ago
Hoxton Wealth UK, a leading financial services firm established in 2018, manages approximately £2 billion in assets under management. As a key member of our UK acquisition teams, you will collaborate with clients and colleagues to drive growth and success.
Key Responsibilities:- Strategic Asset Growth: Develop and implement strategies to increase client assets while delivering exceptional service.
- Client Integration: Collaborate with acquisition teams to ensure seamless integration of new clients.
- Portfolio Management: Conduct regular portfolio reviews and provide proactive financial advice aligned with client goals.
- Market Expertise: Stay updated on market trends and regulatory changes to offer informed guidance.
- Certification Requirement: Possess a minimum Level 4 qualification (Diploma in Regulated Financial Planning).
- Strong Track Record: Demonstrate a strong track record in client servicing and asset growth.
- Regulatory Knowledge: Possess knowledge of regulatory frameworks across the UK and relevant jurisdictions.
A competitive salary with performance-based bonuses is offered, along with opportunities for professional development and career progression at Hoxton Wealth UK.
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