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Professional Portfolio Manager for Wealth Growth

1 month ago

Manchester, United Kingdom Oasis Crescent Full time

At Oasis Crescent, we are seeking a seasoned Financial Advisor to spearhead our wealth management initiatives. This is an exceptional opportunity for a results-driven professional to leverage their expertise in financial planning and portfolio management.

The successful candidate will be responsible for cultivating strong relationships with clients, providing bespoke financial advice, and driving the growth of client portfolios. With a strong track record of building trust and delivering value-added services, this individual will thrive in a fast-paced environment where no two days are the same.

We are committed to offering a competitive fixed remuneration package that recognizes the skills and experience of our team members.

Key Responsibilities:
  • To identify new business opportunities and generate leads through targeted outreach and marketing efforts.
  • To conduct thorough investment needs analyses, providing clients with tailored solutions that meet their unique objectives.
  • To develop and implement effective strategies for portfolio growth, leveraging expertise in financial planning principles and investment strategies.
  • To maintain accurate records and ensure compliance with regulatory requirements, including obtaining necessary documentation and submitting regular reports.
Requirements:
  • Bachelor's degree in Finance, Accounting, Business, or a related field, with Level 4 or Level 7 certification as a Financial Advisor and RDR compliance.
  • A minimum of 3 years' experience in the financial services industry, with a proven track record of building strong relationships and driving portfolio growth.
  • Excellent communication and interpersonal skills, with the ability to adapt to diverse client needs and preferences.
  • Strong analytical and problem-solving skills, with the capacity to identify opportunities and develop innovative solutions.

We estimate the salary for this role to be around $80,000-$110,000 per annum, based on industry standards and location considerations.