We are seeking a highly skilled and experienced Wealth Advisor to join our team in London. The successful candidate will be responsible for providing financial advice to clients, managing their investment portfolios, and developing long-term relationships with clients. As a Wealth Advisor, you will need to be CISI qualified and have a proven track record of delivering results in a fast-paced, high-pressure environment.
Key Responsibilities:
- Providing financial advice and creating customized investment plans for clients based on their financial goals and risk tolerance.
- Developing and managing client relationships to ensure ongoing client satisfaction and retention.
- Conducting regular reviews of client portfolios to ensure they remain aligned with their investment objectives.
- Identifying new business opportunities and growing the client base through networking, referrals, and other business development activities.
- Staying up-to-date with market trends, regulatory changes, and industry developments to provide informed advice to clients.
- Ensuring compliance with regulatory requirements and company policies.
Qualifications:
- CISI Level 7 Diploma in Wealth Management or equivalent qualification.
- Proven experience as a Wealth Advisor with a track record of delivering results.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills with the ability to build long-term client relationships.
- Knowledge of financial products, investment strategies, and portfolio management techniques.
- A client-focused approach with a strong commitment to providing high-quality service.
If you are a highly motivated and experienced Wealth Advisor with a strong track record of success, we encourage you to apply for this exciting opportunity in London.
More Information
- Experience Level Senior
- Total Years Experience 5-10
