Working exclusively with Axiom Consultants, our client is a leading name in the provision of wealth management services. They are now inviting applications for 3 x Senior Wealth Executives.

Qualifications

• A minimum of 5 years’ experience, with proven track record of working with clients, with a good working knowledge of financial products QFA, CFP or Registered Representative Examination/Certificate in Stockbroking, or be prepared to sit same within a reasonable time frame
• A Masters / Primary degree or relevant professional qualification
• Responsible for management of the investment and planning needs of their clients
• A proven ability to grow a client book in a supported environment
• Build and foster key relationships with clients or their partners’ in relation to client propositions and investment planning
• Develop long-term client relationships against plan
• Proactively pursue leads and manage the cross-sell of firms products and service

Business Accountabilities

• Responsible for management of the investment and planning needs of their clients
• A proven ability to grow a client book in a supported environment
• Build and foster key relationships with clients or their partners’ in relation to client propositions and investment planning
• Develop long-term client relationships against plan
• Proactively pursue leads and manage the cross-sell of firms products and service

Ideal Characteristics

• Expert in making decisions considering the broader and long-term goals and implication for the benefit of our clients and our business
• Organise, attend and participate in staff and client events both in person and online
• Work closely with other teams to ensure that client accounts are managed in line with client’s mandate, objectives, risk profile and timeline
• Engage with diverse client base with confidence and credibility ensuring suitability of products and portfolios
• Data driven analysis to inform decision making, development of new ideas for identifying potential opportunities and new customer segments
• Knowledge of and a strong interest in the international investment environment
• Self-starter with energy, ambition and a desire to progress in a dynamic environment and marketplace
• Strong interpersonal, numerical, presentation, management and communication skills
• The ability to gain the trust and confidence of both clients and colleagues
• Curious to understand clients ambitions and seeks to improve the client experience
• A proven track record in balancing exceptional client service with challenging targets
• An exemplary team player capable of being highly self-motivated and independent self-starter who requires minimum supervision.

If this sounds like you then please get in touch today. Only candidates who meet the necessary criteria will be contacted.