Senior Investment Consultant - Southport, United Kingdom - Page Personnel

Page Personnel

Verified Company

Southport, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Senior Investment Consultant

Award winning asset management company

About Our Client:

This business is a family run, award winning wealth management firm. They have numerous offices globally and are going through a rapid period of growth. This business specialise in providing varied investment solutions to a diverse clientele. They offer numerous financial products and instruments that allow their clients to achieve long term financial goals.

This senior investment consultant role will play a crucial role in offering bespoke financial products to your clients.

The key responsibilities will be as follows:

Build and nurture strong relationships with clients, understanding their financial objectives, risk tolerance and investment preference.
Act as a trusted advisor to the client
Develop an in depth understanding of the businesses financial products, including investment portfolios, insurance offerings, retirement planning option's.
Conduct thorough financial assessments
Propose appropriate solutions to clients
Present and explain complex financial concepts and investment strategies to clients
Customise presentations to showcase the groups offerings
Collaborate with clients to set realistic and achievable financial goals
Regularly review and monitor progress towards clients goals & adjusting strategies as and when required
Ensure all recommendations adhere to relevant industry regulations and compliance guidelines
Work towards agreedupon targets

The Successful Applicant:

The successful Senior Investment consultant will require the following:

Proved experience within wealth/investment advisor role
An established client base
A portfolio of investors
Strong understanding of financial products: including bonds, private equity and ETF/ETI's
Relevant certifications (Such as CFP, CFA or equivalent)
Excellent communication manner
Customercentric mindset with genuine interest in helping clients
Self motivated and proactive
Understanding of regulatory and compliance regulations
Strong IT skills

What's on Offer: