Wealth & Asset Management - London, United Kingdom - eFinancialCareers

Tom O´Connor

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Tom O´Connor

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Description

Wealth & Asset Management Consultant


A technology services leader searching for the UK's best
Wealth & Asset Management Consultants.These opportunities are at all levels and as a result the client can offer both excellent professional and financial incentives for anyone to join them.


About the Role
As a
Wealth & Asset Management Consultantyou will be expected to carry out the following roles:

  • Provide financial advice to clients on how to manage their investement and assets.
  • You will be assessing a client's financial situation, understand their goals and recommend a suitable course of action.
  • You will be monitor the markets and make recommendations on when to buy and sell investments.
  • Plan and lead work streams or projects across varied and subsequent journey stages.

Ideal Criteria for a Wealth & Asset Management Consultant:

  • You will have previous experience working in a similar capacity at a consultancy or a financial instution.
  • Expertise of the financial markets and the ability to provide sound financial advice.
  • You will have excellent communication & interpersonal skills in order to build relations with clients and provide the best advice possible.

Rewards & Benefits
A
Wealth & Management Consultant at will be able to avail of many perks that the firm offers as well as generous pay package as stated below:

  • Base Salary £65,000-£90,000 (dependant on skill set and experience)
  • Benefits (Bonus, pension, private healtchcare etc.)
  • Flexible Working

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