Financial Advisor (European Economic Area)

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Our valued client is renowned for its steadfast commitment to sustainability, its accolades, and its profound influence on the financial well-being of individuals. Currently, they are seeking Investment Advisory Wealth Managers to join them in their journey of expansion and progress in the following EEA Regions: Austria, Belgium, Bulgaria, Croatia, Republic of Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain and Sweden.

In this capacity, you will have the opportunity to oversee a diverse array of portfolios, supported by comprehensive training programs, avenues for career advancement, and a corporate culture that prioritizes professional development under the guidance of our CEO, who places a strong emphasis on continual training and career support.

At the core of our operations lies a culture centered on diligence, support, and the pursuit of excellence in career trajectories. We are a dynamic and ambitious organization experiencing rapid growth, actively seeking individuals eager to embrace our journey of evolution.

Our primary commitment is to provide personalized, independent financial advice to each client. As a Wealth Manager, you will play a pivotal role in guiding individual clients through their financial endeavors. Additionally, leveraging our cross-border licenses and cutting-edge industry tools, you will offer tailored financial counsel to meet the unique needs of our global clientele.

Key Responsibilities:

• Cultivate and manage a diverse portfolio of wealth management clients (B2C).
• Foster enduring client relationships through personalized advisory services and consistent communication.
• Expand assets under management (AUM) by identifying financial needs and presenting suitable solutions.
• Conduct comprehensive client reviews to discern specific needs and deliver bespoke wealth management strategies.
• Advocate for needs-based solutions, keeping clients informed and empowered.
• Monitor market trends and client circumstances to recommend appropriate financial products and services.
• Offer personalized advice across various wealth avenues, including Lump Sum Investments, Fixed-Income Products, Global Funds, and more.
• Adhere to regulatory and quality standards while staying abreast of industry developments.

Required Skills:

• Bachelor’s degree in business, finance, economics, or related field preferred.
• Strong numerical and analytical skills with keen attention to detail.
• UK level 4 advisory qualification or willingness to pursue.
• Prior experience with high net worth clients preferred.
• Familiarity with investment products such as offshore investments, bonds, or pension products advantageous.
• Trustworthy, professional, and collaborative team player committed to exceptional service.
• Sound judgment and risk analysis capabilities.
• Demonstrated track record in financial sales.
• Ambitious, target-driven, and goal-oriented.

Company Benefits:

• Opportunities for industry-relevant chartered qualifications.
• Diverse career pathways and mobility across locations.
• Transparent commission structure with competitive bonuses.
• Comprehensive individual and team training programs.
• Engaging client and employee events.

Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.