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Movers & Shakers in the Wealth Management Market

FINANCIAL ADVISOR/WEALTH MANAGER Job Details

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Job Ref:  pwj10
Specialism:  Tax Adviser
Wealth Management
Job Type:  Full Time
Region/Country:  London
City:  London
Salary:  Competitive Salary
Job Description: 

Our client is an illustrious Wealth Management company, headquartered in the UK and Europe. Having enjoyed an extremely successful 2010, they are looking to bolster their ranks with experienced Financial Advisors and Wealth Managers.

OVERVIEW:
Presently with a staff of 150 in the London office, the bank wishes to increase overall headcount/AuM across the UK by up to 20% in 2011.

RESPONSIBILITIES:
• Acquisition of new clients
• Maintenance of existing client relationships
• Providing Investment Solutions & Portfolio Management
• Providing fiancial advice/advisory services on: Retirement Planning, Saving & Investments, Tax Efficiency, Protection Planning, Mortgages & Mortgage Planning
• Providing advice to Companies
• Developing Introducer relationships
• Developing networks
• Potential to manage assistants and team members

REQUIREMENTS FOR FINANCIAL ADVISORS/WEALTH MANAGERS:
Potential candidates should have an existing client portfolio of HNW/UHNW INDIVIDUALS already in place. Both transferable and non-transferable assets will be taken into account.
Transferable assets of around £2-5m is PREFERRED, and assistance will be provided in developing any assets under management/funds under management that follow.

The client already has existing relationships with various networks and introducers, and is looking to build on this – also require managers that will not sell, but develop networks, introducers, ties to intermediares, and possibility of bringing teams is encouraged.
Markets of particular interest in the current market are UK, Scotland, Ireland, and Europe. Market segmentation will not imposed.

Strong CRM skills, along with the ability to hunt and develop new business, whether naturally or aggressively, is essential. Both individuals and team applications will be considered. The group in question has an excellent reputation in the market place and is seeking to enhance its entrepeneurial environment to further expand their client reach with an extensive range of products and services.

Employer:  Carlton Senior Appointments.
01/09/2011
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