Strategic Wealth Manager
2 months ago
We are seeking a highly motivated and experienced Strategic Wealth Manager to join our team at Artemis Recruitment Consultants Ltd in Leeds.
As a Strategic Wealth Manager, you will be responsible for managing a portfolio of clients and providing them with comprehensive financial guidance and advice. Your expertise will help clients achieve their long-term financial goals and secure their financial futures.
Key Responsibilities:
- Develop and implement customized financial plans tailored to each client's unique needs and goals.
- Provide ongoing support and guidance to clients, helping them navigate complex financial markets and make informed decisions.
- Build strong relationships with clients and communicate effectively with them to understand their financial objectives.
- Stay up-to-date with industry trends and market developments to provide clients with timely and relevant advice.
- Collaborate with other professionals to deliver exceptional results and exceed client expectations.
Requirements and Skills:
- Proven working experience as a Financial Adviser or Financial Planner.
- Strong track record of delivering high-quality financial guidance and achieving client satisfaction.
- Exceptional communication, interpersonal, and problem-solving skills.
- Ability to work independently and as part of a team to drive results.
- Current certificate of qualifications (FCA, CII, DipFA, CISI, etc.).
- Degree in Finance or a related field preferred.
Salary: £50,000 - £70,000 per annum.
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