Wealth Management Specialist
il y a 5 heures
Prestige IFA Jobs is proud to partner with a leading independent digital private investment bank and asset management organization to find exceptional Wealth Management Advisors. With a strong presence globally and over $12 billion under management, this esteemed organization is recognized for delivering top-notch, professional advice to expatriate clients and investors worldwide.
As a Wealth Management Advisor, you will have the opportunity to work with a dynamic team, offering international financial products ranging from regular savings and bonds to cutting-edge, app-based investment solutions, including VC funds and lump-sum investment products. You will be responsible for delivering personalized investment solutions to help clients achieve their long-term financial objectives.
Key Responsibilities:- Provide financial planning support to clients.
- Assist investment professionals in building client relationships.
- Prepare accurate financial plans.
- Advise clients on the most suitable financial solutions for their medium to long-term goals.
- 2+ years of industry experience.
- Strong understanding of the investment business.
- Excellent interpersonal skills.
- Native or business-level proficiency in spoken and written English is required.
This is an excellent opportunity for experienced and qualified IFA candidates, as well as those keen on embarking on a career in financial services and wealth management. If you have the required financial services sales aspirations and are looking to expand your international product portfolio offerings, please apply.
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