About the role
We have two vacancies with a similar brief. In both cases our client is a long established independently owned Wealth Manager and able to offer substantial Compliance air cover. One is working from home, the other is hybrid/office based.
The Position
Senior positions withinthe firm where remuneration will be attractive and tied to results. Thereforean existing substantial client base and contacts to develop the income side ofthe firm are a distinct advantage for those applying.
Responsibilities
An excellent opportunityfor like minded professionals who may already have his or her own clientportfolio and would relish an opportunity to join a small and stableenvironment. These are not product or sales based roles, but rather onedemanding excellent market awareness and a keen understanding of individualclient needs. The culture of these organizations together with the clientmake-up requires a consistent ability to deliver, develop and support a broadrange of high value clients on a personal basis, supporting both his or her ownbusiness and where necessary, assisting with managing the existing client base.
Skills & Qualifications
Excellent relationship skills anda willingness to engage with existing and potential clients are essential.
Both firms are JFSC regulated andyour ability to meet an appropriate accreditation is expected.
Originally posted on Himalayas