Financial Consultant [Description] In this role, you will be responsible for advertising, servicing existing clients, to develop new leads and taking on new clients.
Key Responsibilities: • Communicate with High Net Worth clients and evaluate their needs and requirements • Provide advice on a range of financial needs from pension planning to life assurance and portfolio management • Generate sales in accordance with target • Create reports, analyse and interpret data • Manage a BDM where necessary
To succeed in this Financial Consultant job, you will need to have the product and market knowledge of Wealth Management, Offshore and foreign investment as well as pool of clientele.
Key Requirements: • Minimum 2 years’ experience in similar role with a bank or other financial services institution • Have existing portfolio of clients • Self-starter, able to network and build relationships • Hold relevant industry qualification
This multinational company is much more than financial services and is anything but traditional. They have the people and ethos to act with speed, innovation, enterprise and creativity. The scope of the offer, the size of the business, the freedom and autonomy to drive your career forward all add up to a great place to work.