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Wealth Management Associate Partner
3 months ago
Wealth Management Associate Partner
Our client, a distinguished member of the FTSE 100, oversees an impressive portfolio exceeding 150 billion GBP in Client Funds Under Management. As a globally recognized wealth management firm, they cater primarily to the expatriate community and have established offices in key international locations.
In response to the evolving needs of the expatriate demographic, our client is expanding its operations. They are in search of experienced financial advisers to serve the expatriate community, with opportunities that extend beyond this demographic. This is a remarkable chance for driven and ambitious professionals to elevate their career while collaborating with the client to cultivate personal and business equity in a vibrant economic landscape.
The success of our client is founded on their dedication to delivering high-quality, personalized wealth management guidance and fostering long-term, trusted relationships with clients. Their unique approach to investment management further distinguishes them in the industry.
What our client provides to successful candidates:
- Comprehensive training and development programs to secure local qualifications and licensing
- Tailored marketing support and practice management
- Access to extensive resources available to all partners
- Insights and research from a leading investment team
- A dynamic and collaborative office environment with supportive colleagues
About the ideal candidate:
- Possesses a degree and holds industry qualifications at level 4 or higher
- Experienced or currently active as a financial adviser
- Demonstrates a proven track record in business networking
- Exhibits exceptional sales skills in advisory services
- Driven by a commitment to delivering outstanding client experiences
- Highly motivated and goal-oriented, aspiring to build a successful business
If you believe your qualifications align with this opportunity, we encourage you to consider this role.
Remote Work:
No