BD - Investment Manager
WEALTH MANAGER – BD
Working with a leading investment company looking for an ambitious professional who has experience in investment management services and financial planning advice to high net worth clients, and institutions.
The successful candidate will contribute to the growth of the company i.e. developing new client relationships and generating new business opportunities for the firm.
- Generating new business opportunities through client meeting and referrals.
- Identifying, planning and developing new wealth management relationships.
- Being effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
- Delivering high quality bespoke advice, maximising value for the clients and negotiate the best commercial outcome
- Having excellent market exposure and multi-disciplined wealth management expertise and excellent business development/cold calling skills
- Advising high net worth clients, helping them articulate the purpose of their wealth
- Introducing new criteria clients, advising private clients on propositions, introducing clients to other areas of the business to increase their needs met, and collaborating with the company and retaining existing clients
- Building meaningful, long term wealth management relationships with a portfolio of complex or high value clients, and with key stakeholders
- Maintaining knowledge by keeping up-to-date with changes in the financial and local market places, and making sure it is reflected in your advice
- Previous experience of dealing with high net worth clients, and providing complex financial advice
- Strong existing network of clients
- A strong record of delivery in a regulated environment
- Strong interpersonal skills
- Excellent time management skills, and the ability to work to deadlines while maintaining high standards
- QFA desirable
This role has an attractive remuneration package + bonus.
Please email your CV to email@example.com or call Marie on 021-4847133 to discuss the role in further detail.