Wealth Management Advisor

Posted 1 May by Alexander Lort

Our client is a well - respected International private client discretionary investment manager, privately owned and an independent investment management company. They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client.

They attract individual investors through their extensive marketing activity and a warm database.

They are currently seeking exceptional highly motivated individuals across the UK, with excellent communication skills, have experience developing a client bank of investors along with an entrepreneurial attitude.

Do you have a track record of high earnings and very goood aquisition ratios?

Do you have experience selling to high and ultra high net worth investors?

A generous basic salary plus travel expenses a good benefit package including pension is available.

Substantial earnings are achievable for a successful high and ultra high net worth Private Client Investment Adviser.

Diploma in Regulated Financial Planning-level 4 qualification is a minimum requirement.

Required skills

  • Financial Advice
  • Sales
  • Aquisition
  • Wealth Management Services

Application questions

Are you level 4 qualified?
have you a track record of portfolio aquisition?
have you a history of earning high levels of income?

Reference: 52569672

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