Established Company Overview
Established in 1998, this is a leading, award-winning global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been recognized both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions.
Role Overview
How you'll role
In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals to achieve both the company’s goals and your own. You will provide bespoke financial advice to local and international clientele, exhibiting a growth mindset underpinned by a desire to continuously learn and upskill yourself.
Duties & Responsibilities
What you'll do
- Provide sound advice on Investments, Wealth, and Estate planning.
- Achieve objectives and targets through effective planning, lead management, and engaging with potential clients.
- Identify and target key stakeholders and ensure strong relationships are fostered.
- Contact potential clients and create rapport by networking and following up on leads.
- Conduct in-depth needs analyses and provide comprehensive wealth planning to clients.
- Maintain an internationally recognized customer experience.
- Ongoing servicing of client book.
- Conduct regular meetings with key clients.
Desired Experience & Qualifications
What you'll need
- 2+ years' experience in a financial advisory role.
- Financial planning and sales experience.
- An RE 5 qualification will be highly advantageous.
- High-performing and target-driven.
- The ability to work independently.
- A transferable book of AUM will be beneficial.
- Offshore experience will be beneficial.
Package & Remuneration
Basic + commission (to be discussed at shortlist stage).
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