Partner - Wealth and Asset Management - London, United Kingdom - Auxeris Ltd

Auxeris Ltd
Auxeris Ltd
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

We are seeking a Partner who is an industry expert to join a fantastic award-winning Asset and Wealth Management advisory company.

Our client has a strong global foot print, and have been consistently accredited for their quality of service and contribution to the industry over the years.

Their attention to detail has ensured their U/HNWI client base receive the constant high-level service they have become accustomed to.


As a Partner, you can expect to join a forward-thinking organisation constantly developing innovative strategies to deliver exceptional results, armed with the latest cutting-edge technology to facilitate seamless processes and increase accuracy, predictability, with adherence to the strictest compliance and risk assessment process, fundamental to their rigorous security practices, aligning key principles and mission to protect the client's best interests at all times.


Requirements:


  • Senior person with extensive asset and Wealth Management experience
  • Skilled at structuring investable cross functional class assets
  • Competent management of U/HNWI clients
  • Competent management of high valued portfolio
  • Exceptional eye for detail
  • Strict compliance and risk management adherence
  • Expert industry knowledge
  • Impeccable communication skills across all levels, with the ability to translate complex information in a clear and concise manner
  • Skilled at fostering and nurturing client relationships
  • Have full understanding of tax matters
  • Identifying buying signals and the needs of clients
  • Provide holistic advice to influence the best outcomes for clients
  • Solid understanding of legalities and regulations
  • Aligns with our culture, diversity, inclusivity policies, and our mission.
About you

  • Responsible and accountable for business decisions and implementing solutions effecting the client, company and their reputation.
  • Entrepreneurial acumen with an inspirational leadership approach that communicates a clear and positive vision.
  • The ability to mentor, and integrate will people from diverse backgrounds, cultures, race, religion, sexual orientation, disabilities, social and economic background or other differences
  • Client centric
  • Ability to identify and win business
  • A sharp eye for detail
  • Act with integrity, honesty, demonstrating an ability to build trust relationships quickly
  • Commercially astute
  • Ability to find solutions and resolve complexities
  • Have an entrepreneurial growth mindset.
Ideally you will have
years+ experience in a senior position

  • Relevant qualifications CICI, CFA or relevant other
  • Contribute to operational development planning to steer the direction of the business.
  • Must have current experience of managing your own U/HNWI client's and their high valued portfolio's
  • Must have expertise at managing multiple assigned client portfolios structuring, rebalancing, disposal, growth etc
  • Skilled at generating new business
  • Have sound technical ability across an array of multiple funds, securities, and other investment instruments to meet diverse client requirements
  • An understanding of taxes,
  • Knowledgeable of legalities and regulations
  • Develop knowledgebased insights and content for media to promote business
  • Strong leadership, business and commercial acumen
  • You will be a team player
  • Appreciating the differences in the diverse cultures of our staff and clients, adopting appropriate communication to grow relationships built on respect and trust.
What you can expect

Excellent infrastructure and support from team

A Comprehensively structured Partnership offering aimed to maximise high earnings - to be discussed at interview

Flexible remote/hybrid working


Salary:
£80,000.00-£250,000.00 per year


Benefits:


  • Flexitime
  • Life insurance
  • Referral programme
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Experience:


  • Financial planning: 10 years (preferred)
  • Direct Client management: 10 years (preferred)
Client Portfolio Management: 10 years (preferred)

  • Client acquisition: 10 years (preferred)

Work Location:
Hybrid remote in London


Reference ID:
WMPC6c
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