Senior Wealth Management Professional

4 weeks ago

London, Greater London, United Kingdom DeFi Planet Full time
Job Overview

We are seeking an experienced Senior Wealth Management Professional to join our team at DeFi Planet. This is a fantastic opportunity for someone who is passionate about helping clients achieve their financial goals.

The successful candidate will be responsible for meeting the investment needs of our private banking clients, providing advice on wealth structuring, investments, offshore and onshore bonds, and protection. You will manage the growth, profitability, and business mix of your portfolio and deliver sustainable business growth across a broad product range.

You will also be:

  • Undertaking investment and pension reviews, liaising with specialists where appropriate.
  • Identifying opportunities for referrals to the wider function and making sure that these are suited to the client's needs.
  • Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes.
  • Promoting the bank's image, reputation, and credibility in defined priority markets, to strengthen and leverage the brand and build business opportunities.
Salary Information

We offer a highly competitive salary of £80,000 - £120,000 per annum, depending on experience, as well as a comprehensive benefits package.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A QCF level 4 qualification, and ideally hold, or have a commitment to progress to, a QCF level 6.
  • An appropriate qualification in accordance with the FCA Training and Competence handbook.
  • Investment skills, including expertise in detailed client profiling, risk analysis, and asset allocation.
  • Knowledge of current views on macro-economic environments and financial markets and the ability to articulate them.
  • The ability to act as a representative in the marketplace and build powerful relationships with internal and external centres of influence.
  • Proven competence in discussing advice pricing.
What We Offer

In return for your expertise and dedication, we offer:

  • A dynamic and collaborative work environment.
  • Ongoing training and development opportunities.
  • A comprehensive benefits package, including a generous pension scheme and life insurance.
  • The opportunity to work from home some of the time, with occasional travel to an office or hub.

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