A highly successful team of Wealth Specialists within a leader in the Wealth Management space, is looking to add an additional resource due to increased inflows. The nature of the client base is international/offshore investors and can be extremely complex covering a range of skills required, including: currencies, tax, economic and legal regimes, regulatory environments and complex personal situations. This makes the demands of providing investment and savings advice, usually on a remote basis, with investments within a strongly regulated framework very challenging. In addition the jobholder must be able to put clients at their ease and obtain relevant information regarding their financial affairs, making clients feel that they are receiving a personal service and not being ‘sold to’. The incumbent must identify suitable clients, developing sales opportunities of complex products. This requires a high degree of analysis of the clients situation, and an indepth assessment of their financial attitudes (e.g. to risk) and objectives. The jobholder will provide Investment and Savings recommendations to clients (who include non-resident and/or foreign nationals and/or expatriates) across the company’s ‘in house’ product range to achieve specified sales targets and generate agreed income levels. Promote the wider range of Wealth products, referring clients to other parts of the Group as applicable. Delivers a high and efficient level of service across a broad in house investments and savings product range.
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