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Senior Wealth Management Professional
vor 2 Monaten
Job Summary:
We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for providing comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.
About the Role:
- Provide expert financial guidance to clients, leveraging your extensive offshore experience and knowledge of investment and pension transfers.
- Uphold the highest ethical standards and core values in all client interactions, ensuring a seamless and trustworthy experience.
- Leverage lead generation opportunities provided to drive business growth and client acquisition.
- Collaborate with a dedicated Business Development Manager to enhance client service and acquisition.
Requirements:
- UK or equivalent financial advisory qualification.
- Extensive offshore experience, with a proven track record of advising expatriate clients on investment and pension transfers.
- Strong ethical standards and alignment with our core values.
- Transferable client book with a substantial AUM.
What We Offer:
- Favorable Commission and AMC splits.
- Negotiable Monthly Retainer Support.
- The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.
