Financial Services Expert
14 hours ago
We are a prestigious financial advisory consultancy with offices in key locations around the world. Our team of experts provides a comprehensive range of financial services to high-net-worth individuals and families.
Job DescriptionThe successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing expert advice on medium to longer-term financial objectives. You will have access to exclusive international solutions and be responsible for evaluating and advising clients on their financial plans.
Key Skills and Qualifications- Hold a Master's Degree and a level 4 UK financial planning qualification (CISI/CII).
- Demonstrate a solid understanding of financial markets and instruments, including stocks, bonds, and alternative investments.
- Have a proven track record of sales success and a strong network of contacts within the financial industry.
- Competitive salary: £60,000 - £80,000 per annum.
- Opportunity to work with high-net-worth individuals and develop a loyal client base.
- Access to a bespoke CRM system and ongoing training to ensure professional growth and development.
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