Investment Advisor

4 weeks ago


London, Greater London, United Kingdom Marketing Leads UK Ltd Full time

We are seeking a highly motivated Asset Management Professional to join our team at Marketing Leads UK Ltd in London.

The successful candidate will have a strong background in business development, excellent communication skills, and a passion for helping clients achieve their financial goals.

  • Closing new business over the phone and face-to-face
  • Conducting in-depth financial analysis to assess clients' current financial situations, investment goals, and risk tolerance
  • Staying informed about market trends, economic indicators, and regulatory changes to provide timely and relevant investment advice to clients
  • Cultivating and maintaining strong relationships with clients through regular communication, proactive outreach, and exceptional service

Key Responsibilities:

  • Closing new business over the phone and face-to-face
  • Conducting in-depth financial analysis to assess clients' current financial situations, investment goals, and risk tolerance
  • Staying informed about market trends, economic indicators, and regulatory changes to provide timely and relevant investment advice to clients
  • Cultivating and maintaining strong relationships with clients through regular communication, proactive outreach, and exceptional service

Requirements:

  • Minimum of two years of experience in financial services, with a focus on closing sales over the phone
  • Proven track record of building and managing client relationships, with a strong commitment to client service excellence
  • Deep understanding of investment products, asset classes, and financial markets
  • Excellent communication skills, including the ability to explain investment concepts and strategies in a clear and concise manner
  • Commitment to upholding ethical standards and regulatory compliance in all aspects of the investment advisory process

Salary: £24,000 basic salary, with an OTE of £80,000.00.



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