Private client wealth advisor
other jobs Alexander Lort
Added before 106 Days
- Northern Ireland,Belfast
- full-time
- £60,000 - £120,000 per annum, OTE
Job Description:
Private client wealth advisors.
£60,000 - £150,000 per annum, OTE plus travel expenses and pension health benefits,
UK Nationwide
The client.
Our client is a well- respected private client discretionary investment manager, privately owned and an independent multi-billion-dollar investment management company.
They offer a wide range of wealth management strategies managed for individuals and institutions by devising a bespoke investment plan for each client.
They enjoy a respected reputation for managing the diverse needs of high net worth individuals across a range of international investment structures and in tax efficient environments and are seeking an RDR compliant senior consultant to sell its investment management capabilities to potential investors.
Candidate
The ideal candidate will be comfortable and confident dealing with HNW investors, an excellent communicator with a track record of successful client acquisition of investment portfolios and wealth advice.
We are seeking an individual who has experience of developing a client bank with a private client retail financial services background, International experience along with an entrepreneurial attitude would be beneficial, and with a track record of successful acquisition of private client wealth customer base.
Experience of creative selling techniques would be an advantage. In a nutshell we seek an exceptional communicator who can close.
Every client has a dedicated Investment manager, keeping them well informed with regular and personal reporting. Along with an extensive "Markets Commentary" distributed quarterly, along with periodic written communication from the Investment Policy Committee, detailing thoughts on the most significant market, economic and political news.
Client leads are generated by the marketing department and a warm data base of potential clients is available along with all the support, report writing, and administration.
High earnings are enjoyed for a successful Private Client wealth adviser, the remuneration escalating and one enjoys maximum earnings when 3 years consistent production has been achieved.
Earnings of 120k to £150K is usual in year one and two respectively further escalating on year 3 so the top performers will are highly rewarded. The bonus element is transparent and uncapped.
Basic salary is 60k plus travel expenses,
Required qualification Level 4 Diploma
£60,000 - £150,000 per annum, OTE plus travel expenses and pension health benefits,
UK Nationwide
The client.
Our client is a well- respected private client discretionary investment manager, privately owned and an independent multi-billion-dollar investment management company.
They offer a wide range of wealth management strategies managed for individuals and institutions by devising a bespoke investment plan for each client.
They enjoy a respected reputation for managing the diverse needs of high net worth individuals across a range of international investment structures and in tax efficient environments and are seeking an RDR compliant senior consultant to sell its investment management capabilities to potential investors.
Candidate
The ideal candidate will be comfortable and confident dealing with HNW investors, an excellent communicator with a track record of successful client acquisition of investment portfolios and wealth advice.
We are seeking an individual who has experience of developing a client bank with a private client retail financial services background, International experience along with an entrepreneurial attitude would be beneficial, and with a track record of successful acquisition of private client wealth customer base.
Experience of creative selling techniques would be an advantage. In a nutshell we seek an exceptional communicator who can close.
Every client has a dedicated Investment manager, keeping them well informed with regular and personal reporting. Along with an extensive "Markets Commentary" distributed quarterly, along with periodic written communication from the Investment Policy Committee, detailing thoughts on the most significant market, economic and political news.
Client leads are generated by the marketing department and a warm data base of potential clients is available along with all the support, report writing, and administration.
High earnings are enjoyed for a successful Private Client wealth adviser, the remuneration escalating and one enjoys maximum earnings when 3 years consistent production has been achieved.
Earnings of 120k to £150K is usual in year one and two respectively further escalating on year 3 so the top performers will are highly rewarded. The bonus element is transparent and uncapped.
Basic salary is 60k plus travel expenses,
Required qualification Level 4 Diploma
Job number 1555240
metapel
Company Details:
Alexander Lort
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Alexander Lort is an independent financial services recruitment specialist. Our firm has been providing a bespoke service to clients and candidates si...