Wealth Manager – IFA recruitment
My client is seeking a Wealth Manager IFA for their operation based in the Channel Islands.
However you can based from home and work remotely with your existing client/custome base
Ideally you will have at least 5 years experience/knowledge as a IFA/Wealth Manager.
You will have an active portfolio of clients/customers from the HNW section of the community within your area who require a range of Wealth Management products/services
Preferred:
Industry-related courses - FPC etc.
Professional designations (Certified Financial Planner, Chartered Accountant, Chartered Financial Analyst)
Second language an asset depending on target markets
BEHAVIOURAL COMPETENCIES: Attributes
Musts:
Highly effective verbal and written communication skills: ability to explain financial strategies and concepts.
Goal-oriented: establish aggressive goals, develop an action plan and put processes in place to achieve results. Instinctive drive to succeed.
Self-motivated: enjoys challenging environment, works well independently with minimal supervision, confident, enthusiastic and strong belief in ability to succeed.
Superior time management skills required: strong organizational and work planning skills, ability to apply a logical approach.
Demonstrates integrity: conducts all aspects of business in a professional manner to the highest level of ethical and regulatory standards.
Develops and maintains strong relationships with internal and external clients and contacts.
Committed to continuing education, community involvement, quality business and share best practices.
Demonstrates a high level of performance, commitment and a sense of urgency.
Long hours required to establish successful client and asset base
Ability to work in an open concept environment
Shared administrative support
Client visits outside of the office
Must be able to travel to Channel Islands as and when required.
Please call me for a very confidential conversation or email me a CV to i.mercer@kobaltt.co.uk