Wealth Adviser – High Net Worth recruitment
Role: Wealth Adviser - HNW Clients
Location: London
Salary: C£65k
Role: -
- manage an existing portfolio of HNW individuals
- Source new target market clients
- Maintain the highest level of Pension, Investment and Protection Advice
- Responsibility for building a solid rapport with key clients and influencers within the referral business.
- Accountable for ownership of KYC for the client base.
-
Build strong relationships with business
Key skills experience required:
Experience
- A proven track record in wealth management sales
- Tested ability to work closely with Relationship and Business Development teams
- Capability of being proactive in the sourcing new to bank business
- Solid understanding of financial products and services, financial markets and their economic environments.
- Well cultured Understanding of the referral market.
Skills
- Strong negotiation and influencing skills.
- Strong presentation and networking skills
- Solid communication skills
Qualifications
- FSA Registered, working towards RDR and fully CeFA 1-5 qualified (or equivalent)
Apply without delay to be considered for this position by sending your CV online.
Benefits- Pension Scheme, Healthcare, Bonuses and other benefits
Location: London
Salary: C£65k
Contact Details
Contact Name: Darren Duporte
Direct Dial: 020 7292 3776
ENGAGE PSG IS AN EQUAL OPPORTUNITIES EMPLOYER
December 9, 2011
• Tags: High Net Worth recruitment, Investment Consulting careers in the UK, Wealth Adviser • Posted in: Financial